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Getting Started

Overview

• About Openera

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 Dashboard
• Main Menu
• Search Bar
• The Plus Button

Using Openera Day to Day

The Dashboard

• Location Map
• Latest Changes
• 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

• Upcoming Events

Working with cases and workflow processes

• Adding a workflow to a case
• Overview - The Case Manager
• Creating a new case type
• Field Types

Creating charts

• Creating and editing charts

Frequently Asked Questions

Known Issues

• Use single quotes ' instead of double quotes " in Cases

About data

• What does Openera store?
• How is the property information structured in Openera?
• Is our property information secure and safe?

Openera Releases

Realtime v3.x

• Version 3.3
• Version 3.2
• Version 3.1