Table of Contents. Duke Realty Connect User Guide Page 2

Transcription

1 User Guide

2 Table of Contents Duke Realty Connect..3 Logging In to Duke Realty Connect 4 Submitting a Work Order.6 Reviewing, Canceling and Submitting Additional Information...12 Viewing Work Orders Additional Resources. 18 Accessing Your Tenant Handbook. 18 Contact Us/Help. 19 Edit Profile (Change Password)...20 Duke Realty Connect User Guide Page 2

3 Duke Realty Connect Duke Realty Connect is a web-based, customer-friendly tool that enables tenants to: Submit and check status of work orders Access tenant handbook Read news and announcements on Duke Realty buildings or business parks Change their password Use new features as they become available Go to From this screen, you can either login in directly or submit questions or comments that you may have. If you have inquiries/comments, click Contact Us and you ll see the form shown below. Complete and submit this form, and we ll respond to you as quickly as possible. Duke Realty Connect User Guide Page 3

4 Logging in to Duke Realty Connect If you are a Duke Realty tenant, enter your Login ID and Password in the appropriate fields. See note below. Note: If this is your first time entering this information, use the Login ID and Password that you set up. If you need assistance with this process then please contact Duke Realty via phone or ( or tenant.connect@dukerealty.com). After you enter your personalized Login ID and Password, you will be prompted to change your password for security purposes. Click the Login Button. Your Duke Realty Connect home page appears. This page is customized with your name and building information. From this screen, you will be able to perform a number of actions, which are detailed in the sections that follow. A Tenant News section appears in the right panel of the screen. Here, Duke Realty will post updates or important information about your business community. Duke Realty Connect User Guide Page 4

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6 Submitting a Work Order From your Duke Realty Connect home page, click the Work Orders link in the blue bar along the top. The Work Orders home page will appear: Click on red arrow that reads Create a work order. The screens that follow will prompt you through the work order submission process. If you are a multiple building tenant, a drop-down list of your various properties will appear to the right of View your Service Requests for. Select the appropriate property for your work order request. From this screen, you can view the service requests that you have submitted, as well as those submitted by others. You also can view open and closed service requests and search for specific work orders. Please see the section on viewing work orders on page 15. Duke Realty Connect User Guide Page 6

7 After you click on Create a work order, a screen will appear advising you of how to proceed in an emergency situation. A work order is considered an emergency any time building occupants or the building itself is in imminent danger. For example, a roof leak is considered an emergency because the roof could collapse or the water could cause an electrical problem. If your work order is not considered an emergency, please click on the red Continue button to proceed with your request. Where is service needed? Under Choices Available, click the link where the service is needed. Choose Other if the location is not listed. In some instances, Fix will appear rather than Other. If so, please choose Fix. Suite number Use for requesting service within your suite area. Name of your building Use for requesting service outside the suite. Grounds Use for requesting service outside the building. Waste Removal Use for problems concerning waste removal. Duke Realty Connect User Guide Page 7

8 Type of service required Screens are provided for you to select the type of service that is required. If your issue is not listed, select Other. In some instances, Fix will appear rather than Other. If so, please choose Fix. You will be prompted later to enter specific information into a comments field. Duke Realty Connect User Guide Page 8

9 Type of problem Select the type of problem. If your problem is not listed, select Other. In some instances, Fix will appear rather than Other. If so, please choose Fix. You will be prompted to enter specific information into a comments field. Additional Information The next screen will prompt you for additional information that will be helpful in resolving your problem. Please enter as many key details and specific comments in the provided field as possible. This is particularly important if you selected Other or Fix on the screens asking where service is needed, type of service required or type of problem. Examples of additional information that might be helpful include: Above John Smith s desk On northeast corner of first floor Blinks on and off Conference room Board meeting today; lunch will be around 1 p.m. Dropping on computer desk Please call before coming Duke Realty Connect User Guide Page 9

10 If you are a tenant with restricted access, you may indicate that the technician has permission to enter by choosing I want to grant the technician permission to enter below How do you want to schedule this request? Otherwise, the technician will need to set an appointment time for the work to be performed or should call prior to arriving. Duke Realty Connect User Guide Page 10

11 After you have selected a response to each question, the following screen will appear. Confirm that the information in your Service Request is correct and click the Submit Request button. Tip: If you need to cancel the request, you will need to return to the home page. See instructions for canceling a work order on page 12. If you would like to include a photograph or Word or Excel document containing additional information about your service request, click on Attach a File to the right of Any Supporting Pictures or Documents. Congratulations! You have successfully generated a Work Order request which has been dispatched to the appropriate Duke Realty Maintenance Technician. Duke Realty Connect User Guide Page 11

12 A confirmation screen will appear that includes a Service Request number for this specific work order. Reviewing Your Request, Submitting Additional Information or Canceling Your Request To see a recap of your work order and perhaps submit additional information related to your request or cancel it, click on the work order # on the Work Order home screen. The following screen will appear: Duke Realty Connect User Guide Page 12

13 If you want to cancel your work order or submit additional informational documents, click on Available Actions. Choose the action you want to take either Cancel or Attach a File from the drop-down box that appears. Canceling a work order If you need to cancel your work order, select Cancel. A box will appear into which you are required to enter the reason for canceling the work order. After you have entered this information, click OK. When you click on Home you will be taken back to the home screen. Your work order will no longer appear under open items. Instead, it will now appear under the Closed tab. Duke Realty Connect User Guide Page 13

14 Attaching a file If you would like to add information about your request via a Word or Excel file or a photograph, select Attach a File. Complete the Title and Description fields and attach your file or photograph. Select OK and you will see a message confirming that the file has been uploaded. Click on Home at the top right to return to the Work Orders home page. Duke Realty Connect User Guide Page 14

15 Viewing Work Orders From your Duke Realty Connect home page, click the Work Orders link in the blue bar along the top. The Work Orders home page will appear: From this screen, you can sort and view requests in a variety of ways depending on your preference. Depending on the view you choose, you will see the date a work order was created, the work order number, the status of the work order, a description of the work to be done and the name of the person who submitted the request. The sorts and views that are available are: Open: This screen shows open work orders for a given property (Open Work Orders screen shown above). Work orders will be indicated as New, Open or On Hold. See the section below on the View function, which provides you with further filtering options. Note: On Hold in the status box of Your Requests indicates that additional action is required. For example, a part may be needed or vendor assistance is required. If you would like more information about the status of your request, please contact Duke Realty at or tenant.connect@dukerealty.com. Closed: This view shows closed work orders (Closed Work Orders screen shown below). Work orders will be indicated as Closed or Canceled. The drop-down box to the right of the closed field gives you the Duke Realty Connect User Guide Page 15

16 option of viewing work orders that have been closed in the last seven days up to those closed in the last 360 days. Select the time period in which you are interested. See the section below on the View function, which provides you with further filtering options. Note: Work orders are displayed for the past 360 days on a revolving basis. Search: Use the drop-down box to sort by the following parameters: Work order starts with Location contains Description contains Notes contains Or you can search by a parameter of your choice. Enter the appropriate word in the field entitled Search. Duke Realty Connect User Guide Page 16

17 My or All Requests: Whether you are searching by open or closed work orders or using the search tab, you also have the option of using the drop-down box to the right of View to see requests only submitted by you or all requests related to your company or the common areas associated with your building. Duke Realty Connect User Guide Page 17

18 Additional Resources The following links are provided for quick access and functionality. Home: Click this link to return to the Work Orders home page. Logout: Click this link at any time to log out of the work order submission section of the web site. Print: For your convenience, Print buttons are located on the Work Order home screen and on pages where details of your work request are shown. Accessing Your Tenant Handbook Click the Tenant Handbook link in the blue bar along the top of your Duke Realty Connect home page. The following screen with your Tenant Handbook will appear. The menu on the left enables you to go directly to specific sections of the Tenant Handbook with a few clicks. For example, if you want to find out if your building is open on a certain holiday, click on Building Operations. An expanded menu appears which includes Holidays. Click on Holidays. You will be taken directly to the page that covers the topic of holiday closures. You also can print all or part of your handbook. To print the entire handbook: Duke Realty Connect User Guide Page 18

19 Click Site Map located in the top right-hand corner of the screen. Click Download PDF of Entire Handbook, select Open, and then print. To print sections of the handbook: Click Site Map located in the top right-hand corner of the screen. Select the section you want to print from the list of topics in the center of the page. Choose Download PDF located in the top right-hand corner of the screen. Select Open and then print. Contact Us/Help We ve made it quick and easy for you to get answers to any questions you have about Duke Realty Connect. To us with questions, click the Contact Us link on the home page of Duke Realty Connect below the Login/Password fields. Complete and submit the provided form. We ll get back to you as soon as possible. To access Duke Realty Connect resource materials, click the Help link in the blue bar along the top of the home page. Choose from: Frequently Asked Questions User Guide Watch Demo Duke Realty Connect User Guide Page 19

20 Edit Profile (Change Password) To change your password, click on My Account in the blue bar along the top of the home page. You will then see the following screen: Enter your current password and click on submit. The following screen will appear: Complete this form, selecting a new password. Duke Realty Connect User Guide Page 20