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Getting Started with Openera
Browser & System Requirements
Setting up your first portfolio
Step 1 - Before you start
Step 2 - Prepare your data
Step 3 - Add your first portfolio
Step 4 - Add or import your real estate asset data
Step 5 - View and check your new data
Step 6 - Grant access to the new portfolio and assets
Learning the basics
Accessing the system
The Plus Button
Using Openera Day to Day
Working in real-time with the Dashboard
Working with portfolios and real estate assets
Setting Default Property Roles at Portfolio level
Archiving a property
Viewing the asset profile page
Accommodation Schedule and Units
Setting unit allocation methods
Key dates and upcoming events
Working with cases and workflow processes
Adding a workflow to a case
Overview - The Case Manager
Creating a new case type
Creating and editing charts
Frequently Asked Questions
Use single quotes ' instead of double quotes " in Cases
What does Openera store?
How is the property information structured in Openera?
Is our property information secure and safe?