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WELCOME VENDORS! TRAINING MODULE II

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WELCOME VENDORS! TRAINING MODULE II . A TRIUM. Atrium is HomeStar Solutions internal software system. Clients, vendors and HomeStar staff share this portal to assign, track & communicate all information about job sites. . Big Changes Coming.

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Presentation Transcript
slide1
WELCOME VENDORS!

TRAINING MODULE II

a trium

ATRIUM

Atrium is HomeStar Solutions internal software system.

Clients, vendors and HomeStar staff share this portal to assign, track & communicate all information about job sites.

big changes coming
Big Changes Coming
  • IT is modifying Atrium to allow for more vendor services
  • Varying permission levels
  • Contractor legal Records
  • Contractor company information
  • Equipment records
  • Scheduled changes by 5/1/13.
system generated email
System Generated Email
  • Welcome to Atrium by Energy REO, your account has been configured with the password below.  Click on the link below to login with your password.  Once you have logged in, you will have the option to change your password by clicking 'Change Pass word’.
  • Password: HhbVnpDC
change password
Change Password

Login ID – Click to change password

home screen
Home Screen

Viewing options

Expand viewable number

expanded view
Expanded View

Expand viewable number

viewing options
Viewing Options

Select from three account types to see different information.

search options
Search Options

Select the search field and type the information into the white bar above the listings by that type

main asset page1
Main Asset Page

Drag paperwork documents to the green arrow then release them to attach them to the file record.

main asset page2
Main Asset Page

Service Tasks to be performed

Open = GO!!!!

Drag paperwork documents to the green arrow then release them to attach them to the file record.

task page1
Task Page

Drag and drop them to the green/gray arrow

Select photos for the specific task

Or “choose files” to use your browser to locate

photos select type
Photos – Select type

Type selector - Pop up window

photos upload display
Photos – Upload Display

Photos are saved in the task category by type in our system

photos descriptions
Photos – Descriptions

Task Label

Add Description Option

click the blue add description button to add specifics for emergency services
Click the blue “add description” button to add specifics for emergency services

Type in your description and make sure to “SAVE” it. The system will automatically date and time stamp the entry.

note the system
Note The System

After photo are loaded, the system requires you to put in a note in order to mark a task completed.

complete task
Complete Task

Click the green “complete task” box change the status

return to the main asset page
Return To The Main Asset Page

Upload Documents

Completion note

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