1. Building Engines Support Center
  2. Training Guides & FAQs

Training Guides & FAQs

Training Guides and your most frequently asked questions (FAQs) answered for each module within the Building Engines platform.

QR Codes

  • QR Codes User Guide

      This user guide provides a collection of instructions necessary for utilizing the QR Code functionality ...

    {Alex Silber}
  • Unlinking a QR Code from a Piece of Equipment

    This section describes the process of unlinking a QR Code from a piece of equipment from the web version of...

    {Alex Silber}
  • Unlinking a QR Code from a Location

    Locational QR Codes can only be unlinked from the mobile application. If you need to unlink a QR Code from ...

    {Alex Silber}
  • Manually Assigning a QR Code to a Piece of Equipment

    In most cases, QR Codes are assigned to a piece of equipment via a mobile device and the mobile application...

    {Alex Silber}
  • Creating a QR Scan Inspection Question

    Before QR Codes can be implemented into an inspection, a scanned response type of question must be added to...

    {Alex Silber}
  • Scanning a QR Code for an Inspection

    Inspections, such as “daily rounds”, may require an in-person scan of a QR Code. This section describes the...

    {Alex Silber}
See all 16 articles

Property Manager Resources

  • Property Management User Guide

    Building Engines' Property and Tenant Management System empowers you to capture, communicate, assign and r...

    {Matthew Gillen}
  • Mobile Application User Guide

    The Building Engines mobile application empowers property and facility teams to stay connected to critical...

    {Alex Silber}
  • Guard User Guide

    The guard interface is to be used in conjunction with the Visitor Management module of Building Engines. T...

    Client Success

Access Card Manager

  • Access Card Manager User Guide

    Property management administrators are now able to manage Access Cards for tenants. This includes new acce...

    {Matthew Gillen}
  • How do I create a new Access Card request?

    Property management administrators are now able to manage access cards for tenants. This includes new acces...

    {Matthew Gillen}
  • How do I complete an Access Card request?

    After the access card is requested a work order is generated in the application. To streamline the workflow...

    {Matthew Gillen}
  • How do I update an Access Card Number?

    This article describes how to update an existing access card. To update an access card number from the Acc...

    {Matthew Gillen}
  • How do I reissue an Access Card?

    This article describes how to reissue an access card. To reissue an access card to an existing tenant empl...

    {Matthew Gillen}
  • How do I cancel an Access Card?

    This section describes how to cancel and access card request. To cancel an access card: Click Admin > T...

    {Matthew Gillen}
See all 8 articles

Accounting

See all 20 articles

Broadcast and Emergency Broadcast Message

See all 8 articles

Building Connect

  • Building Connect User Guide

    Building Connect allows you to self-manage the online presence and tenant portal for your building. You c...

    {Matthew Gillen}
  • How do I enter site details for Building Connect?

    After your Client Success Manager provisions your URL and gives you access to Building Connect, you can beg...

    Account Management
  • How do I select a template and theme?

    After you have entered your website details you need to select a template, theme, and homepage images. A th...

    Account Management
  • How do I create page and subpage content?

    After you have completed the Get Started and Design It tabs, you can begin creating the layout and content ...

    Account Management
  • How do I edit a page or subpage?

    This article describes the process of editing, or updating, your Building Connect website. To edit your Bui...

    Account Management
  • How do I rearrange page or subpage order?

    This article describes the process of rearranging the order of your Building Connect website content. To re...

    Account Management
See all 8 articles

Building Settings

  • Bulk Changes

    Bulk Update allows you to modify the status of multiple Work Orders, Preventive Maintenance, or Reminder re...

    {Matthew Gillen}
  • Issue Specific Notes

    This feature allows you to create work order specific messaging to your tenants. This message is displayed ...

    {Matthew Gillen}
  • Messages

    This feature allows you to create a Building Message to be displayed to all tenant users when accessing the...

    {Matthew Gillen}
  • Meter Types

    This feature allows you to create new meters (as a component of certain Preventive Maintenance tasks). Indi...

    {Matthew Gillen}

Certificate of Insurance

See all 16 articles

Files

  • Files User Guide

    The Files module is a central repository for both portfolio and building specific documents. Files are hou...

    Account Management
  • How do I grant file administrative access?

    Any user designated as either a Property Manager or Coordinator has access to the file’s administrative fun...

    Client Success
  • How do I create a new folder or subfolder?

    Folders and subfolders are used to create organization for the files stored within Building Engines. The fo...

    {Matthew Gillen}
  • How do I edit a file folder?

    This article describes how to edit an existing folder. To edit a folder: Click Go To > Files > Files. Navi...

    {Matthew Gillen}
  • How do I delete a file folder?

    This article describes how to delete an existing folder. To delete a folder: Click Go To > Files > Files. ...

    {Matthew Gillen}
  • How do I upload a new file?

    This section describes the process of uploading a file. To upload a file: Click Go To > Files > Files. Cli...

    {Matthew Gillen}
See all 9 articles

Fire and Life Safety

General Administration

See all 10 articles

Impairments

  • Impairments User Guide

    Setup and configuration of the Impairments module must be completed prior to implementing this module. If ...

    Client Success
  • How do I create a Key Contact role?

    Key Contacts roles are the role names of the person(s) you plan to notify when a piece of equipment is temp...

    Client Success
  • How do I assign a Key Contact role?

    After your Key Contact Roles have been defined and created you need to assign a staff member or contact to ...

    Client Success
  • How do I create an Impairment group?

    Impairment groups allow you to setup unique Notification Profiles and Impairment Types by building or group...

    Client Success
  • How do I create a Notification profile?

    The Notification Profile allows you to define the Key Contact Role and Impairment status(es) that trigger t...

    Client Success
  • How do I define Impairment types?

    After configuring the Notification Profiles you need to define the types of Impairments you’ll be tracking....

    Client Success
See all 16 articles

Incidents

  • Incidents User Guide

    The Incident reporting and tracking manager creates, tracks, and reconciles incident reports. Entering in...

    {Matthew Gillen}
  • How do I create a new Incident report?

    When an incident occurs, the reporter may only have access to the required information. To facilitate this,...

    Jessica Moreira
  • How do I add persons to an Incident?

    After an incident has been created you are able to add relevant people to the incident file. Examples inclu...

    {Matthew Gillen}
  • How do I add items to an Incident?

    After an incident has been created you are able to add relevant items to the incident file. This article de...

    {Matthew Gillen}
  • How do I add files to an Incident?

    After an incident has been created you are able to add relevant files to the incident file. This section de...

    {Matthew Gillen}
  • How do I add autos to an Incident?

    After an incident has been created you are able to add relevant autos to the incident file. This article de...

    {Matthew Gillen}
See all 12 articles

Inspections

See all 9 articles

Notifications

See all 8 articles

Operations Performance Management

See all 9 articles

Preventive Maintenance

See all 22 articles

Property Removal Pass Manager

Reminder

  • How do I create a new Reminder?

    To begin, click Go To > Reminder. Click New Reminder in the top right hand corner of the page. Provide ...

    {Matthew Gillen}

Reporting

  • How do I run a Report?

    This article describes the process of running a report in Building Engines. To run a report: Click Go T...

    {Matthew Gillen}
  • How do I export a Report?

    This section describes the process of exporting a report. To export a report: Run a report. Click ACTI...

    {Matthew Gillen}
  • How do I schedule a Report?

    This article describes the process of scheduling a report to be auto-run. To schedule a report: Run a r...

    {Matthew Gillen}
  • How do I save a previously run Report?

    This article describes the process of saving a previously run report. To save a report: Run a report. ...

    {Matthew Gillen}

Resource Scheduling

See all 11 articles

Space Management

See all 14 articles

Task Calendar

Task Dispatch

Tenant Company & Employee Administration

See all 21 articles

Time Card

  • Time Card User Guide

    The Time Cards module provides Managers an easy way to track their employee’s labor hours. Once configure...

    Account Management
  • How do I report on the Time Card?

    This article describes how to run, export, save, and schedule Time Card specific reporting from the desktop...

    Account Management
  • How do I enter time on a Time Card?

    This section describes the process of entering time on your time card using the mobile application. WARNING...

    Account Management
  • How do I configure Time Card for an employee?

    Employee Time Cards must be enabled from the desktop application before it displays on your employee’s mobi...

    Account Management
  • How do I designate a Time Card manager?

    Before the Time Cards module can be utilized, a Time Card Manager(s) must be designated to approve employee...

    Account Management

To-Do Lists

  • To Do User Guide

    The To-Do List allows you create and manage a list of To-Dos for you and your staff. After a To-Do List i...

    Account Management
  • Creating a To-Do

    After the To-Do List has been created you can create and assign individual To-Dos for yourself or others. T...

    Account Management
  • Creating a To Do for a Non-System User

    To Dos can be assigned to individuals outside the Building Engines application. When a To-Do for a non-syst...

    Account Management
  • Completing a To-Do

    After a To-Do has been completed you can update the To-Do to display as completed. This article describes t...

    Account Management
  • Marking a To-Do as Won’t Do

    If you choose not to complete a particular To-Do, however, want it to remain on your To-Do List you can mar...

    Account Management
  • Deleting a To-Do

    If a To-Do, or action item, is no longer relevant to a To-Do List it can be deleted from the list. This art...

    Account Management
See all 11 articles

Vendor Management

  • Vendor User Guide

    The Building Engines application empowers vendor's to manage their company’s assigned tasks in real time....

    Client Success
  • How do I add a new Vendor Company record?

    This section describes the process of creating a new vendor company. To create a vendor company: Click ...

    {Matthew Gillen}
  • How do I create a Vendor Employee?

    This section describes the process of creating a vendor employee account. To create a vendor employee acco...

    {Matthew Gillen}
  • How do I inactivate a Vendor Employee

    This section describes the process of inactivating a vendor employee account. To inactivate a vendor emplo...

    Account Management
  • How do I add a vendor contract?

    This section describes the process of creating a vendor contract using the desktop version. To create a ve...

    {Matthew Gillen}

Visitor Module (Guard Portal)

  • Guard User Guide

    Visitors to your building can be entered into the Building Engines application via Property Management st...

    Client Success
  • How Do I View Expected Visitors?

    A list of future visitors to the building can be viewed by building and date. This section describes how to...

    Client Success
  • How Do I Check In a Pre-Registered Visitor?

    This section describes the process of checking in a previously registered visitor. To check in a pre-regis...

    Client Success
  • How Do I Check In Multiple Pre-Registered Visitors?

    This section describes the process of checking in multiple visitors at once. To check-in multiple visitors...

    Client Success
  • How Do I Check In an Unannounced Visitor?

    If a visitor arrives at your building that hasn’t been pre-registered by a system user you can enter their ...

    Client Success
  • How Do I Delete a Visitor?

    In some instances it may be necessary to remove a pre-registered visitor from the list of Expected Visitors...

    Client Success
See all 9 articles

User Defined Fields (UDF)

See all 11 articles

Work Order

See all 28 articles

Additional Common Questions

See all 10 articles