ASONS CONTRACTOR PORTAL:

Transcription

1 ASONS CONTRACTOR PORTAL: Primary Website Access to Site Click Contractor Login from ASONS primary website to Access the Contractor Web Portal. 1

2 Front Page: Login Process User name and password are sent to the user from ASONS Vendor Management Department. If the user has not received their welcome from ASONS Vendor Management Department, send request to Once user receives their user name and password enter user name and password in required fields then click Log In. ( Remember me next time feature does not function on this screen.)

3 Forgot Your Password This feature allows vendor to change or reset their password. 1. Click Forgot Your Password. 2. Enter address associated with account. (Username) 3. An is sent to the account associated with the vendor. Click the link Go To This Page, in the body of the to be directed to the page to change or reset the password. 4. Enter new password twice and click Submit. 5. Vendor is redirected to the front page of the vendor portal to login with new password. 2

4 Overview of Home Screen: Home button will return to the Work Orders- Open screen. Pay Sheets button allows vendor to view all pay sheets associated with vendor. Guidelines button will open a web page with the standard ASONS Work Order Guidelines. Log out button will logout user from the portal. Overview of Work Order & Work Order Views Screens: Work Order Area Open (0)- List of open work order(s) Overdue (0)- List of overdue work order(s) Due Today (0)- List of work order(s) with today s due date Due Tomorrow (0)- List of work order(s) due tomorrow Due After Tomorrow (0)- List of work order(s) due after tomorrow New (0) - List of work order(s) that have been assigned on current day. The current day ends at midnight each day. 3

5 Work Order Views Completed Need Pics (0) - List of work order(s) that requires sending of pictures. Preservation (0)- List of PPR work order(s) Grass Cuts (0)- List of grass cut work order(s) Cleans (0)- List of clean work order(s) Inspections (0) List of inspection work order(s) Construction (0) List of construction work order(s) Snow Removal (0) List of snow removal work order(s) Property Views Active Properties (0) View of active properties with work order(s) completed by the vendor. Closed Properties (0) - View of closed properties with completed work order(s) by the vendor. The area displays all properties in which a vendor has completed work orders. The area has no relation to property ownership. 4

6 Viewing Active or Closed Properties: 1. Click Active Properties or Closed Properties. 2. A list of properties displays in numerical orders. 3. Click the property address to view work orders associated with property. 5

7 4. Click the work order number to view work order details. The work order details is for viewing purposes only. Vendor cannot add additional comments or upload pictures/documents to the work order. 5. Click X on top right hand corner to exit work order details. Filtering Options Work Order View: The column header for the city, state, and zip are drop down options to filter the work order list. The selections within the drop down option is in relation to the work orders available on view. Click work view on left to remove filtering. 6

8 Completing Work Orders (Preservation, Grass Cuts, Cleans, Construction & Snow Removals) A work order can be completed in the Work Order area or in the Work Orders Views area. The Work Order area and the Work Orders Views area function in the same manner. Work Orders cannot be completed until pictures are uploaded for work order. (Example for completing work orders is from the Work Order area under Open.) Completing Individual Work Orders: 1. Click work order number and the work order details box appears to enter comments and upload files. Comments: Add comments to work order without uploading pictures. The comments added on the vendor portal are viewable internally by ASONS. View original work order request by scrolling in the comment area. 7

9 2. Click Upload Files. The portal can accept PDF, Word, and Excel type documents. If the device s browser supports HTML 5, the below file uploader appears to send pictures/documents to ASONS. Vendor can either browse for the files via the browse option or drag/drop from another file opened on desktop. 8

10 Click Browse and additional popup will appear for the user to select the files to upload. Select the pictures or documents associated with the work order and click Open. The vendor portal resizes the pictures. Vendor does not need to resize the pictures. The pictures/documents appear in thumbnails to view before uploading. 9

11 Double click the picture and the picture appears in the preview section. Preview Section: User can only preview pictures not documents. Picture/Document Name: The file name cannot be changed on the file uploader. If the user chose the wrong picture/document, click the checkmark under the picture/document. The picture/document will not be uploaded to ASONS. 10

12 Submit to upload the picture/document to ASONS. When the files have uploaded successfully, under each file states File Uploaded Successfully. If user needs to upload additional files to the work order, follow the same process. 11

13 Example of drag/drop feature Open folder on device. Click image to drag and hold picture/document with mouse clicker. Drag the picture/document onto portal. The image chosen in the example is the desert. User can drag multiple pictures/documents. The picture/document displays on the vendor portal. ASONS Contractor Portal How To Guide 12/4/14 12

14 If the device s browser does not supports HTML 5, the below file uploader appears to send pictures/documents to ASONS. The vendor portal resizes the pictures. Vendor does not need to resize the pictures. Click Browse and additional popup will appear for the user to select the files to upload. Select the pictures associated with the work order and click Open. 13

15 Organize Favorites II Desktop Downloads Recent Places Lihrarilm. 1 Pictures 1. Sample Pictures New folder Pictures library Sample Pictures it SF crth Sample Pictures - Arrange by Folder LU Libraries Documents al Music Chrysanthemum Hydrangeas Jellyfish Koala Pictures avideos 4 Homegroup Computer Lighthouse Penguins Tulips File name: 'Tulips" "Chrysanthemum" "Desert" "Hydrangeas" "Jellyfish" "Koala Alt files (*-1 PPM C B O c B { Click Upload at the bottom of the screen dEv.ASONS.aeifFrIeLiploadasp?112, Address to upload: DILLON DRIVE 3945, COLUMBUS, OH Selected Files: Chrysanthemorn.wg KB X KB X If there are additional photos to upload, click Add More Files. trydr.o3a...d KB X Koala.jpg ghthouse.lag Ka X KB KB X X Total FAPPg-1-14

16 When upload is successful, the picture lines will turn yellow. An additional window will appear stating Upload Completed Successfully. Click Ok and close out of the FileUpload window. 15

17 1. Enter comments in the bottom white box. When finished entering comments, click Add Comments. Use the scroll bar in comments area to view the comments. Comments: uploading pictures. are viewable internally by ASONS. scrolling in the comment area. 2. Click the Complete button. (The complete button will not appear until photos are uploaded for work order) The completion date will be the current date. 3. Click the X in the right hand corner of the pop up box. 16

18 Completing Work Orders (Inspections) Work Orders cannot be completed until pictures are uploaded for work order. Inspection work orders require an inspection form to be filled out for each work order. 1. Click Inspections under Work Order Views. 2. Click work order number. 3. Click work order number and the work order details box appears to enter comments, upload files, and complete inspection form. 17

19 4. The upload files and comments is the same function when completing a Preservation, Grass Cuts, Cleans, Snow Removals and Construction. 5. To fill out the inspection form, click inspection form button. (Example is Bi-Weekly Insp. Form) completed in the field. - the actual date inspection was - date automatically fills in when a cycle of inspections has been completed on the property. 18

20 All drop down boxes must be filled out to complete the inspection. Blank boxes are additional fields to type comments pertaining to question. ASONS Contractor Portal How To Guide 19

21 6. At the bottom of inspection form fill in inspector name and date. Enter the date the inspection was completed in the field. 7. Click Submit and close out of inspection form. 8. Click Upload Files. (Follow previous instructions on how to upload photos/documents.) 20

22 9. Click the Complete button. (The complete button will not appear until photos are uploaded for work order) The completion date will be the inspection date from the inspection form. 10. Click the X in the right hand corner of the pop up box. Clone Previous Inspection will be located in the upper left of the inspection form. This will allow the user to auto-populate information from the previous report. If a previous inspection report does not exist, the Clone Previous Inspection button will not show up. 21

23 Printing Work Orders: (Grass Cuts, Cleans, Inspections, & Snow Removals) Comments do not print with work orders. Printing multiple work orders. Select work orders to print. Click Export All To Excel. An excel document opens to print work orders. Printing individual work orders. Select work order to print Click Print Selected. A web page opens to print the work order. Printing Work Orders: (Preservation & Construction) Comments print with work orders. Printing individual & multiple work orders. Select work orders to print. Click Print Preservation Report. A web page opens to print the work order 22