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Client Administrator
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...
Resident's Portal
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...
Modules
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.
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.
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...
Migration / Templates
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
Dashboard Intranet
Guests
OverviewGuests are stored as a custom post type `guests`. Each guest record ties a visit to a unit, captures identity and stay details, optional vehicle information, check-in/out times, signature, optional photo, and optional email to the resident. The module ...
Parcel and Deliveries
Contacts
OverviewContacts in CE One Source are **WordPress user accounts** on the subsite (residents, building admins, staff, subcontractors). The **All Contacts** area lists these users; staff use it to register new people, open a contact profile, and manage related r...
Booking System / Reservations
Activities
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...
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...
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...
How to Create
1. Ensure you have permission for the Guests module. 2. Open the Guests list/archive (slug is commonly `guests` on the site). 3. Use Add New / the new-guest action your theme provides (often loads an ACF form via AJAX with Save Guest). 4. Fill required fi...
Parcel / Delivery
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
How to Create
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...
Warranties Dashboard
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...
Reservations & Booking System
Add a New Amenity or Resource
UNIT - Booklet or Brochure PDF format
Please follow this PDF format for your booklet or brochure. Also, don't forget to add a thumbnail in JPG format. Sample PDF:sample-unit.pdf Sample thumbnail:
Contacts
Building Admin Template: Building-Admins-Import-Sheet.xlsx Staff Template: Staffs-Import-Sheet.xlsx Resident Template: Residents-Import-Sheet.xlsx
Parking Stalls
Template: Parking-Stalls-Import-Sheet.xlsx
Activities
Template: activities-templates.xlsxSample with data: activities-samples.csvTest run file:
Storage Lockers
Template: Locker-Rentals-Import-Sheet.xlsx
Wine Storages
Template: Wine-Storages-Import-Sheet.xlsx
Using Amazon FireTV Stick for Announcements
Overview The Amazon Fire TV Stick is an ideal solution for older TVs that lack built-in smart features, as long as they have an available HDMI port. This versatile device allows you to stream content, display digital announcements, or run presentations withou...