Here to help!

This guide covers everything you need to know about using the Team View Web Portal.

The Team View portal is a handy display screen that can be used in offices/ break rooms to give staff a quick live view of all active Job Requests. The portal refreshes every 15 minutes automatically or via a manual refresh when desired.

Head to Admin>Glossary > Contacts & Users >. 

Choose Job Requests Originators and open the list of users you have already assigned to this category. 

Click on a user and head to Approvals. Each user will need a combination of Permitted Services, these are listed below.

Team View: (Web Access Type =5)

No Default

Logging In:

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•The Web Portal can be accessed via a dedicated URL provided by Quadpro or your IT Department - Access the web portal by searching your dedicated Quadpro URL on your browser.

•Log in using the username ‘Team View’ and the password setup by the estate manager.

•For quick access you can get to this page via the Quick View shortcut on the homescreen.

Stats:

•The Quadpro Team View Portal provides a live breakdown of all active Job Requests. These are categorised by resource and status.

•To view the set of job requests linked to a resource and status. Click the number corresponding to the resource and status.

* Please note that you cannot edit Job Requests from this account.

You will see the screen below at first. 

This screen is broken down into the general categories of:

Unresolved

Overdue

Due Today

Materials On Order

Job On Hold 

Unassigned

The Portal updates every 15 minutes to bring in new – up to date information, however you can refresh by simply hitting the reset button at the top right.

Breaking Down that information:

By selecting any of the numbers displayed within the table, you can view a broken-down set of information relative to what you have clicked on. For example you can view Carpentry Jobs that are overdue by clicking the specific row and column number.

Below you will see all Job Requests that are overdue for the Carpentry team. 

Click on any Job Request to view further information.

Viewing a Job Request:

•To view a job request click the ref id, a popup will appear.

•To view the building plans, click the magnifying icon.

This window will display information relative to that Job Request.