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Knowledge base
How to...
Printing
BookIt
Top 10
General
- Access The Well, Outlook and apps from anywhere
- Accessing and Locking Rosters in Roster Manager
- Allow a blocked pop up in a web browser.
- Choosing A Good Password
- Creating and adding a Google account to your mobile phone
- Email to Fax / Fax to Email: A Beginners Guide
Leave and Pay
Windows 10
- Action Centre in Windows 10
- Focus Assist in Windows 10
- Getting Started with Windows 10
- How To Use Two Screens In Windows 10
- Keyboard shortcuts
- Screen Rotation Lock
Tips and Tricks
- How to add an agenda to an online meeting
- See your Outlook calendar and mail
- Reply to a specific message in Team chat
- Tickle your Teams Status
- Re-start is better than shut down
- Open a teams chat in a pop-out window
Visa Spend Manager
- Delegating your Visa approval role
- Coding expenses for Projects (Analysis ledger) in Wise Management
- Locked account and Password reset
- Hide your Business Visa from your personal ASB account
- Setting up ASB Mobile Banking App to manage your Visa
- Coding expenses for Link People property with Visa Spend Clarity App
Zoom
Dashboards and reports
- The basics of Power BI dashboards
- Exporting data from Power BI dashboards
- My leave balances - guide
- My Team's Structure - report guide
- My Team's First Aid - report guide
- My Team's Driving Status - report guide
EROAD
Microsoft Office 365
Microsoft Teams
- Turn Off Mobile Teams Calls Notifications
- Getting started with Microsoft Teams
- Dial Pad in Teams Calls
- Block a phone number in Teams
- Set background in Teams video meetings
- Using Whiteboard in a Teams Meeting
Office 365 Groups
- Share a Group Document Outside of the Organisation
- Remove a Synced library
- Group Email from Outlook
- Create Handy Links
- Move documents in web view
- Following Team Sites
Outlook
- Managing your email - keeping the deluge under control
- Setup Forwarding on a Shared Mailbox
- Update Outlook Manually
- Add a Contact to Outlook
- Save email as a PDF
- Booking meeting rooms in Outlook
Sharepoint
- Add a favourite workspace to The Well
- Add a new resource to My Resources on The Well
- Create a File Explorer link for an intranet library
- How to edit a SharePoint page
- How to effectively search within O365 (The Well in the cloud)
- How to use document templates
General Microsoft Office
- How set up Authenticator app for Multi Factor Authentication (MFA)
- How to use macrons on your computer
- Add a shared mailbox to online mail (OWA)
- How to change your phone number in Multi-Factor Authentication (MFA)
- How To Use Microsoft Office Templates
- OneNote How To's
One Drive
Mobile devices
Laptops
Samsung Phones
- Add a shortcut to WiseUp! on Android Phones
- Copy Contacts From Samsung to Outlook
- Downloading and Configuring the official Outlook app for Android
- How to change your network mode on Samsung
- How to Tether on your Samsung
- Remove Email Account
iPhone
General
- Add the PowerApps Mobile App
- Add The Well as an icon on mobile phone home screen
- Avoid a massive Spark bill when travelling overseas
- eTxt
- Scan PDF's from your mobile phone
- Setup Tethering as a Metered Connection
Cornerstone
General
- Cornerstone Introduction
- How to see and fix your info in Cornerstone
- Intro to the Internal Vacancies page
- How to access your Individual Employment Agreement (IEA)
- Access to recruitment documents in Cornerstone Snapshot folders
- Evidence of NZ Certificate in Health Level 4
My Learning- Employees
- Completing a building induction checklist
- How to add training to your training record
- How to complete an evaluation
- How to complete training with a managers approval
- How to register for an upcoming training
- How to print or download your training history
My Learning - Managers
Hiring/Recruitment – Managers
- How to set pre-screening filters
- Introduction to the Hiring Dashboard
- Copy a previous requisition
- Start a requisition in Cornerstone
- Approve a requisition in Cornerstone
- How to use the manage candidates page
General - Managers
Recruitment - Candidates and New Starters
- Apply for a Wise Group job
- How to log in to the Wise Group career site
- How to reset a Wise Group career site password
- How to set up or stop Job Alert emails
- How to access your offer letter
- How to prepare for an interview
Training specific help
Zavanti
General
- How to link a tenants Zavanti SharePoint files to Recordbase
- How to use Dynamics 365 Outlook add-on
- Zavanti Glossary
- Using views and filters
- How to use the timeline in Zavanti
- How to create a phone call
Start Tenancy
- How to reject an application
- How to find the Zavanti generated payment reference
- How to add a non-signatory household member
- How to allocate bond reference number
- How to activate the tenancy
- How to do a joint tenancy
Inspections
- How to schedule an inspection
- How to schedule/complete a WPS tenancy inspection
- How to complete the Health & Safety details on an inspection
- How to add inspection details
- How to notify a tenant of an upcoming inspection
- How to add an existing inspection
Property onboarding
- How to reactivate a property
- How to change the property funding agreement
- How to add property rent details
- How to record a Landlord bond paid transaction in Zavanti
- How to complete the onboarding process of a property
- How to create a child property
Manage tenancy
- How to record a new case
- How do I complete a funding variation?
- How to add a risk to a tenancy
- How to record activities against a case or breach
- How to issue a breach notice
- How to notify the complainant of the actions you have taken
Work tasks - Repairs and Maintenance
- How to retrieve the Invoice to send to tenant
- How to add liability and charges for a LinkPeople tenant
- How does LinkPeople Business Support add invoice details to a work task
- How to put a work task on hold or cancel
- How to track the progress of a work task
- How to send a work task to a contractor
Manage Tenancy Accounts
- How to print a rent statement
- How to complete a refund request via the refund tab in Zavanti
- How to generate an IRR letter for tenants
- How to do an IRR Adjustment
- How to manage tenant debt and arrears
- How to do manual transactions in Zavanti
Change tenancy
Manage property contracts
End tenancy
- How to close a Tenancy [From Pre Zavanti]
- How to cancel a tenancy in Zavanti
- How do I end a tenancy in Zavanti
- How to complete a VOID category
- How to check for any future dated IRR increases
- How to rescind a vacate notice
Property handback
- How to enter any bond retained by Landlord
- How to end rent charges on the property
- How to finalise a hand back/disposal of a property
- How to check and complete the Return To Landlord (RTLL) VOID
- How to enter the intended disposal date into Zavanti for a property exit
- How to deactivate a property in the system post hand back
Housing inspection app
- How to complete an inspection offline using the Zavanti Housing Inspection App
- How to review app inspections on the desktop version of Zavanti.
- How to review a completed inspection in the inspection app
- How to schedule a new inspection in the inspection app
- How to complete an inspection using the app
- How to complete the H&S questions in the inspections app