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WELCOME VENDORS! TRAINING MODULE II

WELCOME VENDORS! TRAINING MODULE II . A TRIUM. Atrium is HomeStar Solutions internal software system. Clients, vendors and HomeStar staff share this portal to assign, track & communicate all information about job sites. . Big Changes Coming.

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WELCOME VENDORS! TRAINING MODULE II

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  1. WELCOME VENDORS! TRAINING MODULE II

  2. ATRIUM Atrium is HomeStar Solutions internal software system. Clients, vendors and HomeStar staff share this portal to assign, track & communicate all information about job sites.

  3. Big Changes Coming • IT is modifying Atrium to allow for more vendor services • Varying permission levels • Contractor legal Records • Contractor company information • Equipment records • Scheduled changes by 5/1/13.

  4. Contractor Request for Access

  5. System Generated Email • Welcome to Atrium by Energy REO, your account has been configured with the password below.  Click on the link below to login with your password.  Once you have logged in, you will have the option to change your password by clicking 'Change Pass word’. • Password: HhbVnpDC

  6. Log In Screen

  7. Change Password Login ID – Click to change password

  8. Change Password

  9. Home Screen Viewing options Expand viewable number

  10. Expanded View Expand viewable number

  11. Convenient Downloading

  12. Viewing Options Select from three account types to see different information.

  13. Search Options Select the search field and type the information into the white bar above the listings by that type

  14. Home Screen – Viewing Options Address/Assets List

  15. Select A Specific Job Address Address

  16. Main Asset Page

  17. Main Asset Page Drag paperwork documents to the green arrow then release them to attach them to the file record.

  18. Main Asset Page Service Tasks to be performed Open = GO!!!! Drag paperwork documents to the green arrow then release them to attach them to the file record.

  19. Open Task Page

  20. Task Page

  21. Asset Main Page

  22. Task Page Drag and drop them to the green/gray arrow Select photos for the specific task Or “choose files” to use your browser to locate

  23. Photos – Select type Type selector - Pop up window

  24. Photos – Upload Display Photos are saved in the task category by type in our system

  25. Photos – Descriptions Task Label Add Description Option

  26. Click the blue “add description” button to add specifics for emergency services Type in your description and make sure to “SAVE” it. The system will automatically date and time stamp the entry.

  27. Note The System After photo are loaded, the system requires you to put in a note in order to mark a task completed.

  28. Complete Task Click the green “complete task” box change the status

  29. Return To The Main Asset Page Upload Documents Completion note

  30. Complete Job

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