How do I set up Visited Properties for my team?

The Visited Properties tab is where you're going to find, add, delete, and maintain the properties your team visit.

By adding your properties to the Visited Properties list, your team will be able to check-in to them when they visit, even if the property owner or manager doesn't use Onside. The contact person will also receive check-in notifications via sms message when your staff visit.

To find out more, check out this video or follow the guide below.

Adding properties

After clicking the green 'Add' button to the top right of the page, you'll see a screen like the one below.

• Property contact info - This is who you would like to receive notifications when your staff check-in to the property. If you provide a phone number, they would receive a txt message.
• About the property - Give the property a name your staff will recognize, as well property type and the address
• Unique Identifier - If your company has a code or number to reference this property for your own uses, you can add it here. You'll then be able to search the Visited Properties list by that ID.
• Boundary - Draw the boundary for the property. if you're in New Zealand, you can also select 'Use LINZ title' and click where the boundary is for the LINZ title.
• Photo - As your staff check-in to properties, it will start to create their 'Recent' list. In this list they can more quickly identify the property by the image you've provided.

Property status

When you start adding properties to this page, you may notice some will show as claimed and others unclaimed. This is because properties in this list have a status, and for each status what you're able to do with them is a bit different:

Claimed Properties   

• • These properties have been claimed by other Onside users, so they manage them and are responsible for what is shown to Onside users checking in
  • Any Onside user can check-in to these properties, but the information you add to them will only be visible to your own staff
  • If you add risks to the property, the property admin can see them and choose to make the visible to all Onside users or not
  • You will not be able to change the property boundaries.

Unclaimed Properties  

• • These properties are only visible to your team 
  • You can change boundaries, names, and addresses, as well as add risks, emergency info, jobs, and property rules by clicking on the property's row.
  • If you add risks to the property and later on the property is claimed, the property admin can see the risks and choose to make the visible to all Onside users or not.

Property Contacts and Company Contacts

Property contacts - Only show for properties which have been claimed. The person listed is managing the property in Onside.

Company contacts - These are your company's point of contact for that property and where your staff check-in sms notifications go to when a property has not been claimed.

To change the company contact, click on the 3 dot menu to the right of the contact, then click 'Edit Contact'.

Sending invites

If you would like to suggest Onside to a company contact, you can do that from the 3-dot button to the right of the property's row. They'll receive an email like this.

Delete a property

Properties can be easily deletes by clicking on the 3 dot menu to the right of the contact. If you delete an 'unclaimed' property from your list, your staff will not be able to check-in to it.

 

If you have any questions or need any help, you can reach us on 0800 ONSIDE (NZ), 1800 112334 (AU), or email Support@onside.co

Click here to provide feedback, or if you have an idea for an improvement to Onside, you can add it directly to our product board.

 

How do I use Onside Teams?

Onside Teams - Managing your team

Onside Teams - Team Locator

Onside Teams - Reporting