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RPOffice Owners Corporation/Strata Management-Day 1-Melbourne

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Level 11, 460 Bourke St

Melbourne, VIC 3000

Australia

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Description

PRE-REQUISITE

A working knowledge of Microsoft Windows together with general owners corporation knowledge is necessary. Having mouse skills is also necessary. This training program is a mandatory course to be completed prior to attending any subsequent courses including Accounts Management.

What to bring to your training session:

You will need to bring a notepad and pen & highlighter to your workshop.
Refund Policy:

A full refund will be provided if written notice is received 72 hours prior to workshop.

Please email softwaretraining@rpoffice.com.au to cancel your registration. If no written notice has been received or it is less than the specified time frame the cost of the training session will not be refunded.

ATTENDEES

The RP Office Owners Corporation Introduction training course is recommended for the main administrative operator(s) who is/are responsible for the entire RP Office database and its functions. This would Include Reception, Property Officers, or Owners Corporation Managers & Principals.

PRE-REQUISITE

A working knowledge of Microsoft Windows together with general owners corporation knowledge is necessary. Having mouse skills is also necessary. This training program is a mandatory course to be completed prior to attending any subsequent courses including Accounts Management.

COURSE AIMS

This course aims to enhance participants’ productivity by providing the necessary skills to use the RP Office. It is designed to introduce participants to the techniques and concepts associated with efficient and effective operation, and to get operators familiar with the basic functions of RP Office with a Owners Corporation management focus.

OBJECTIVE

To ensure participants receive a planned and formal introduction to RP Office Owners Corporation. Upon completing this training course, participants will be able to:

Introduction to RP Office: Day 1 AM

  • Understand the function and concept of RP Office
  • Start and login to RP Office and work with the RP Office work centre
  • Use menus & toolbar options
  • Find & search for client and property information records
  • Use shortcut keys
  • Entering in Client Information
  • Entering in Property Information
  • Understand the “generic” Client screen
  • Understand the “generic” Property screen
  • Database Management
  • Understand the Business screen in the RP Office Directory
  • Understand the importance of statistics
  • Understand the Wizard function
  • Understand the Business Wizard screen (creating a Transaction Hierarchy)
  • Setting up Business - Owners Corporation

Owners Corporation

  • Understand the Business screen
  • Setting Up Defaults
  • Understanding the Tabs on the Owners Corporation Business including
  • Meetings
  • Reserve Funds for
  • Phones Button
  • Appointing or Resigning Chairperson, Treasurer, Secretary
  • Printing an Owners Certificate
  • Replacing a Lot Owner
  • Introduction to Budgets
  • Understanding the Insurance Business
  • Understanding the Lot Owner Business
  • Understand the concept of Charges and Invoices in RP Office
  • Introduction to the chart of accounts (revenue and expenses)

Business Advanced

  • Understand the Business WorkCentre
  • Using business the functions of the WorkCentre Tabs:
  • Task
  • Letter
  • Email
  • SMS
  • KPI
  • Trades
  • Map
  • Printing a Arrears History Report
  • Printing List of Owners Corporation Business
  • Making business inactive

Mail Merge Fields, Letters and the Print Centre: Day 1 PM

  • Adding Letters
  • Moving Letters
  • Deleting Letters
  • Adding Merge Fields
  • Saving Letters
  • Editing Existing Letters
  • Printing a Single Letter
  • Filters Data
  • Quick Query
  • Email Bulk Letters
  • Print Bulk Letters

Services:

  • Understand the difference between Internal Service and Non Internal Service
  • Understand the difference between Internal Service and Non Internal Service
  • Understand What Services are used for
  • Understand the Service Screen in the RP Office Work Centre
  • Set up Services items/categories
  • Attaching Creditors already in the system to a Services
  • Attaching New Creditors not in the system to a Service


Tasks Including:

  • Understand what a Task is
  • Understand how to setup the Options Tab
  • Understand Automated Tasks
  • Understand the task screen in the RP Office Work Centre
  • Understand the Task Centre and the Task List
  • Understand the Different Task Categories including:
  • Viewing Arrears on Screen
  • Printing an Arrears Letters
  • SMS arrears Letters
  • Defaulting a Letter to a Task Type
  • Creating a New Task Type
  • Add Tasks from the Business
  • Adding Maintenance Tasks using F11
  • Adding Maintenance Task using Business WorkCentre
  • Viewing Maintenance Tasks attaching a Service Item
  • Printing/Emailing Maintenance Request
  • Invoicing and Costing from a Task
  • Adding Quotation Tasks using F11
  • Adding Quotation Task using Business WorkCentre
  • Viewing Quotation Tasks attaching a Service Item
  • Printing/Emailing Quotation Request
  • Attaching Quotations from Tradespeople
  • Accepting a Quote
  • Understand how to look up Task History
  • Understand how to complete Tasks
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Date and Time

Location

Level 11, 460 Bourke St

Melbourne, VIC 3000

Australia

View Map

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