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Client Administrator
Resident / User
Getting Started
Offer guidance on how users can quickly get started with using the software or product, including basic setup steps and an introduction to key features. CE-OneSourcehttps://demo.ceonesource.com/pacificvista Access and credentialsPlease contact DayOne Solutio...
Installation and Setup
How to install the software or set up the product, including system requirements, supported platforms, and step-by-step installation instructions.
User Interface (UI) Guide
User interface elements and how users can navigate the interface to access various features and functionalities.
User Roles Guide
Provides a clear overview of the various roles within the application, their access levels, and responsibilities
Features and Functionality
Detail all the features and functionalities of the software or product, including how to use them, any customization options available, and any limitations or constraints.
Customization and Configuration
Configure and customize the software or product to suit their specific needs, including settings, preferences, and options for integration with other tools or systems.
Troubleshooting, FAQs & Videos
Provides solutions to common issues, step-by-step guides to resolve technical problems, and answers to frequently asked questions. It serves as a quick reference to help users navigate challenges efficiently and find the information they need.
Getting Started
Offer guidance on how users can quickly get started with using the software or product, including basic setup steps and an introduction to key features.
User Interface (UI) Guide
User interface elements and how users can navigate the interface to access various features and functionalities.
Superadmin Capabilities (Internal)
Overview
The Administrative Documentation serves as a comprehensive guide for administrators to effectively manage and maintain various systems, processes, and procedures within an organization. It aims to provide clear instructions, best practices, and troubleshooting...
Templates and Formats
Features and Functionality
Detail all the features and functionalities of the software or product, including how to use them, any customization options available, and any limitations or constraints.
Migration
Reports
How to create reports.
Reservation / Booking Calendar
A guide to managing amenities, viewing the booking calendar, and handling bookings in the system. Overview The Reservation / Booking Calendar module helps administrators and staff manage bookable amenities or resources, monitor availability through a calenda...
Reservations & Booking System
Modules Templates
Migration Templates
Boards and Announcements
Communications
Assets
Maintenance
Maintenance refers to the systematic care, servicing, and repair of equipment, facilities, or systems to ensure they function safely, efficiently, and reliably. It is a critical practice that helps prevent unexpected failures, extend the lifespan of assets, an...
Reports
Administrative Task
Warranties
Booking & Reservation
Amenities
Overview Amenities or Resources are the bookable items in the system. These may include cabanas, theater, service elevators, pools, gym, or any other resource that users can reserve. Before bookings can be created, amenities must first be configured properly...
Booking Calendar
Bookings
System Information
Application Name Client Engagement OneSource Version 1.0.0 WordPress Environment WordPress Version 6.7.X WordPress Multisite Enabled Multisite Mode Subdirectories Active Theme ...
Overview
Purpose: The User Guide Documentation serves as a comprehensive guide for client admins to effectively manage and maintain various systems, processes, and procedures within an organization. It aims to provide clear instructions, best practices, and troublesho...
Login Page
Overview The Login Page is designed to be simple and intuitive, ensuring users can easily log into their accounts. You can use your user login or the email address as "Username" and your password. The default password for newly added accounts will be "passwor...
Home Page
Overview The Home Page is the central hub of the web application and is designed to be informative and user-friendly, presenting users with relevant data and actions at a glance. It typically includes widgets and navigation shortcuts.
My Account Page
Once logged in, please click on 'My Account'. Under 'My Account,' you will find 'My Profile,' 'Edit Profile,' 'My Documents,' 'Additional Information,' 'Account History,'My Warranty and 'UEA'. By clicking on 'My Profile,' you will be able to view a...
Reservations Page
Within the "Reservation" section, the available options include the Guest Suite, Grills, Cabanas, Lounge, and Pavilions. In the "Reservations" section, under "Guest Suite," you will see color-coded reservation statuses, including Available, Booked, Pend...
Warranty Forms
Details about warranties related to the facility's equipment, units, or other services. This includes warranty periods, coverage details, and how to claim a warranty. All Warranties - Within the All-Warranties section, you can view the warranty title and da...
Add New Client
Configure Booking Plugin
Overview
Purpose: The Administrative Documentation serves as a comprehensive guide for administrators to effectively manage and maintain various systems, processes, and procedures within an organization. It aims to provide clear instructions, best practices, and troub...
Login Page UI
Overview The Login Page is designed to be simple and intuitive, ensuring users can easily log into their accounts. You can use your user login or the email address as "Username" and your password. The default password for newly added accounts will be "passwor...
Side Menu UI
Overview The Side Menu is located on the left side of the application and remains visible as the administrator navigates through different sections of the app. It contains links to the primary features and pages of the application. Structure The Sidebar Men...
Home Dashboard
Overview The Home Dashboard is the central hub of the web application and is designed to be informative and user-friendly, presenting users with relevant data and actions at a glance. It typically includes widgets and navigation shortcuts.
User Roles breakdown
CLIENT ADMIN Role: Client Administrator Created by: DayOne administrator during the registration of a new client account Access Level: Full access to all modules and settings within the application. Responsibilities: Oversee the overall administration...
Intranet Dashboard
The Intranet Dashboard is a centralized hub designed to streamline facility management and enhance user experiences. Each section offers specialized tools and resources for efficient operations. Here's a breakdown: Guest: Tools for managing guest profil...
Guests
Information and services related to guest management, such as checking in and out, guest profiles, and other guest-related services. New Guest - Ensure all required fields are completed with the necessary information then click "Submit." All Guest ...
Delivery / Parcel
Handling of deliveries and parcels, including tracking, notifications, and pickup information for guests or staff. Please find attached the video for the Delivery/Parcel. In the Delivery/Parcel section, you can see the details of each delivery or parce...
Reservations & Booking System
Features Unlimited number of Booking Resources Booking resources - it's your services or properties (like houses, cars, tables, etc...), that can be booked by visitors of your website. Each booking resource have own unique calendar, which wi...
Contacts / Accounts
A directory of important contacts, including staff, departments, and external service providers. This can help guests and staff quickly find and communicate with the right people. Please find attached the video for the Contacts/Accounts. All Contacts - H...
Activities
Providing clear and detailed information about available activities enables guests to make informed choices, enhances their engagement, and ensures a more enjoyable and organized stay. This section also promotes the facility’s offerings and can improve overall...