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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