Tenant Coordination Website User Guide For Tenant Coordinators

Transcription

1 Tenant Coordination Website User Guide For Tenant Coordinators Website s Testing address: Contents View Specific Deal 1 Download Documents 4 Upload Documents 7 Post a Discussion Dialog 16 See a Discussion Dialog 19 Progress Bar 20 View Criteria Manuals 21 Help 23 FAQ 24 Log Out 25

2 View Specific Deal 1. To Login, Enter your Username & password in the respective fields on the left sidebar. 1

3 The Tenant Coordination Home Page will appear. 2. Search for the deal by selecting the Malls dropdown tab in the left sidebar. 3. Keeping mouse down, select specific Mall and Tenant Name. 2

4 4. The deal will now appear under Project Central. It consists of 3 parts: a. Information Panel displays all pertinent information of the specific deal. b. Progress Bar displays the current milestone status of the drawing review process. c. Document History displays all the drawing submittals sectioned off per the submittal type, such as Preliminary, Final, & Signage. 5. A complete Design Criteria Package will be available under the Document History. Mall Management will upload the package containing Criteria Manual, LOD, As-built Drawings, Engineer s Report, Construction Guidelines, and any additional documents needed for each deal. 3

5 Download Documents Within Project Central, 1. Under the Document History section, right click on the hot-button (document type name). 2. Select Save Target as 4

6 A pop-up window will appear. 3. Locate where you want to save the documents. 4. Select the Save button. 5

7 A progress indicator will appear to provide status of the download. 5. Select the Close button after the download is complete. You have now successfully downloaded a file from the website. 6

8 Upload Documents Within Project Central, 1. Select the button, Click Here to Submit a Document to the List located at the bottom of the Project Central page. 7

9 The Document Submission page will appear & allows you to easily post one or more files. 2. Click on the dropdown arrow under Select a Type for this File field: to select the type of documents you are uploading. 3. Click on the dropdown arrow under Status field: to select the status of the documents. 4. In the Descriptive Comments for this version field: type brief notes about the documents. 8

10 Add File Field - ignore this button if you are uploading just one file and proceed to step 7. If you are uploading more than one file- determine the number of documents you wish to upload. 5. Click on the Add File Field button until there are enough fields for each document you wish to upload. In this example: Two (2) files are being uploaded. 6. By clicking on the Add File Field, an additional file field will be displayed, one for each of the file that is being uploaded. 9

11 7. Select the Browse button under the file field. A pop-up window will appear to locate the file you want to upload. In this example: The Preliminary plans are saved in the T drive. 10

12 8. Locate the file you need. 9. Select the Open button located in the lower right side of the pop-up screen. There is a limit of one file per field. 11

13 The path of your document will appear in the file field. Repeat steps 6-8 for each additional file you wish to upload. 10. Select the Upload File(s) button. 12

14 A progress indicator will appear to provide status of the upload. 13

15 Once the upload process is complete, you will be given another chance to confirm if the file (s) you have submitted are correct. 11. Select the Post Document button, if the files are correct. If the files are incorrect, select the Cancel button to start over. 14

16 After clicking the Post Document button, you will be automatically taken back to the Project Central page where the files you uploaded will now appear under the Document History. You have now successfully uploaded documents to the Website. 15

17 Post a Discussion Dialog 1. Select the hot-button of the submittal document that the discussion pertains to. 16

18 A pop-up window will appear. 2. Enter the title name for this discussion. This is a required field. 3. Type your message in the Descriptive Comments field. 4. Select the Save button. 17

19 The discussion dialog will appear under the subject it pertains to. 5. You can choose to hide or show discussion posts. 18

20 See a Discussion Dialog 1. Select the hot-button of the discussion post you wish to see. The discussion dialog message will appear. 2. Click the Close button when finished. 19

21 Progress Bar The purpose of the progress bar is to indicate the current milestone status of the drawing review process. Percentages are based on the following: 20% - Preliminary Submittal of drawings by the Tenant 50% - Preliminary Approval of drawings by Landlord 70% - Final Submittal of drawings by Tenant 100% - Final Approval of drawings by Landlord Signage Submittal & Approval are not indicated in the Progress Bar as it is often submitted at varying times within the drawing approval process. 20

22 View Criteria Manuals Criteria manuals for all centers are made available to anyone with access to the Tenant Coordination Website. 1. Click on the Criteria Manuals dropdown tab on the left sidebar. 2. Keeping mouse down, select the Region & specific Mall. 21

23 A new window will appear displaying the different types of Tenant Criteria Manuals available. 3. Select the hot-button of the criteria type you wish to view. 22

24 Help The help tab in the left sidebar addresses all items pertinent to the navigation of the website. If you would like to add any additional help items, please contact your Tenant Coordination Website administrator. 23

25 Frequently Asked Questions The FAQ tab in the left sidebar addresses all items pertinent to the drawing review process. If you would like to add any additional FAQ items, please contact your Tenant Coordination Website administrator. 24

26 Log out Click on the Log Out button when complete. 25