https://onelock-test-docs.pages.dev/assets/js/ac31862a.7e4994da.js

1"use strict";(self.webpackChunkmy_website=self.webpackChunkmy_website||[]).push([["6602"],{18409:function(e,n,s){s.r(n),s.d(n,{frontMatter:()=>a,default:()=>u,toc:()=>d,metadata:()=>t,assets:()=>c,contentTitle:()=>l});var t=JSON.parse('{"id":"Standalone Platform/Workflows/manager","title":"Manager Workflows","description":"This page covers the essential workflows and processes for managing the OneLock system through the OneLock Manager (Manager App). These workflows are specifically designed for facility managers who need to handle daily operations and tenant management.","source":"@site/docs/Standalone Platform/Workflows/manager.mdx","sourceDirName":"Standalone Platform/Workflows","slug":"/standalone-platform/workflows/manager","permalink":"/standalone-platform/workflows/manager","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"Manager Workflows","slug":"/standalone-platform/workflows/manager"},"sidebar":"sidebar-user-guides-1759413695571","previous":{"title":"Admin Workflows","permalink":"/standalone-platform/workflows/admin"},"next":{"title":"Tenant Workflows","permalink":"/standalone-platform/workflows/tenant"}}'),i=s(74132),r=s(93292),o=s(83456);let a={title:"Manager Workflows",slug:"/standalone-platform/workflows/manager"},l=void 0,c={},d=[{value:"<strong>Bundle a Lock to a Unit</strong>",id:"bundle-a-lock-to-a-unit",level:2},{value:"Prepare and Scan",id:"prepare-and-scan",level:4},{value:"Configure Assignment",id:"configure-assignment",level:4},{value:"Complete and Verify",id:"complete-and-verify",level:4},{value:"<strong>Operate a Bundled Lock</strong>",id:"operate-a-bundled-lock",level:2},{value:"Access and Scan",id:"access-and-scan",level:4},{value:"Review and Operate",id:"review-and-operate",level:4},{value:"Complete Operation",id:"complete-operation",level:4},{value:"Manage Bundle (Optional)",id:"manage-bundle-optional",level:4},{value:"<strong>Share Temporary Access</strong>",id:"share-temporary-access",level:2},{value:"Select Target Unit",id:"select-target-unit",level:4},{value:"Enter Phone Number",id:"enter-phone-number",level:4},{value:"Add User Details (if needed)",id:"add-user-details-if-needed",level:4},{value:"Configure Access",id:"configure-access",level:4},{value:"Confirm Delivery",id:"confirm-delivery",level:4},{value:"<strong>Clear Bundle</strong>",id:"clear-bundle",level:2},{value:"Locate and Verify",id:"locate-and-verify",level:4},{value:"Clear and Confirm",id:"clear-and-confirm",level:4},{value:"Verify Removal",id:"verify-removal",level:4},{value:"<strong>Get Info</strong>",id:"get-info",level:2},{value:"Access and Scan",id:"access-and-scan-1",level:4},{value:"Review and Operate",id:"review-and-operate-1",level:4},{value:"Manage Bundle (Optional)",id:"manage-bundle-optional-1",level:4},{value:"Bundle Entry Point",id:"bundle-entry-point",level:2},{value:"Begin Setup",id:"begin-setup",level:4},{value:"Configure Access",id:"configure-access-1",level:4},{value:"Complete Setup",id:"complete-setup",level:4}];function h(e){let n={h2:"h2",h4:"h4",li:"li",p:"p",ul:"ul",...(0,r.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.p,{children:"This page covers the essential workflows and processes for managing the OneLock system through the OneLock Manager (Manager App). These workflows are specifically designed for facility managers who need to handle daily operations and tenant management."}),"\n",(0,i.jsxs)(o.CS,{cols:3,children:[(0,i.jsx)(o.Zb,{title:"Bundle a Lock to a Unit",link:"#bundle-a-lock-to-a-unit",children:(0,i.jsx)(n.p,{children:"Watch how to assign locks to units step by step."})}),(0,i.jsx)(o.Zb,{title:"Operate a Bundled Lock",link:"#operate-a-bundled-lock",children:(0,i.jsx)(n.p,{children:"See how to open and close locks from the app."})}),(0,i.jsx)(o.Zb,{title:"Share Temporary Access",link:"#share-temporary-access",children:(0,i.jsx)(n.p,{children:"Learn how to provide temporary access in OneLock Center."})}),(0,i.jsx)(o.Zb,{title:"Clear Bundle",link:"#clear-bundle",children:(0,i.jsx)(n.p,{children:"Remove a lock from a unit when tenants move out or locks need to be reassigned."})}),(0,i.jsx)(o.Zb,{title:"Get Info",link:"#get-info",children:(0,i.jsx)(n.p,{children:"Scan a lock to see its assignment, location, and status, or to open/close it if you have permission."})}),(0,i.jsx)(o.Zb,{title:"Bundle Entry Point",link:"#bundle-entry-point",children:(0,i.jsx)(n.p,{children:"Configure entry points for shared or common areas."})})]}),"\n",(0,i.jsx)(n.h2,{id:"bundle-a-lock-to-a-unit",children:(0,i.jsx)("strong",{children:"Bundle a Lock to a Unit"})}),"\n",(0,i.jsx)(n.p,{children:"Learn how to assign a lock to a unit for new tenants or swap locks between units. This video covers the complete bundling process from location verification to final confirmation."}),"\n",(0,i.jsx)(o.nk,{src:"https://www.youtube.com/watch?v=dLWxc_4VhvQ",width:"800px"}),"\n",(0,i.jsxs)(o.Rg,{titleSize:"h4",children:[(0,i.jsx)(n.h4,{id:"prepare-and-scan",children:"Prepare and Scan"}),(0,i.jsxs)(n.p,{children:["Verify you're in the correct location to avoid database conflicts, then tap ",(0,i.jsx)("strong",{children:"Create Bundle"})," \u2192 ",(0,i.jsx)("strong",{children:"Scan Lock"})," and hold device near lock to capture the unique Lock ID."]}),(0,i.jsx)(n.h4,{id:"configure-assignment",children:"Configure Assignment"}),(0,i.jsx)(n.p,{children:"Select the target unit from your database (pulled from property management software or manual uploads) and add an optional description for multiple-lock units."}),(0,i.jsx)(n.h4,{id:"complete-and-verify",children:"Complete and Verify"}),(0,i.jsxs)(n.p,{children:["Tap ",(0,i.jsx)("strong",{children:"Create Bundle"})," to finalize the assignment and verify successful bundling in the web portal."]})]}),"\n",(0,i.jsx)(o.UW,{type:"info",title:"Important Notes",children:(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Location selection is critical\u2014a wrong location will be assigned to a different database."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"The Lock ID is the unique serial number that distinguishes each lock."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Descriptions are only required when assigning multiple locks to one unit."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Always verify the assignment appears correctly in the web portal."}),"\n"]}),"\n"]})}),"\n",(0,i.jsx)(n.h2,{id:"operate-a-bundled-lock",children:(0,i.jsx)("strong",{children:"Operate a Bundled Lock"})}),"\n",(0,i.jsx)(n.p,{children:"Master opening and closing locks that are already bundled to units directly from the app for maintenance, inspections, or emergency access. This video shows you how to use the Get Info function and operate locks safely."}),"\n",(0,i.jsx)(o.nk,{src:"https://www.youtube.com/watch?v=KmJoTgiOA_g",width:"800px"}),"\n",(0,i.jsxs)(o.Rg,{titleSize:"h4",children:[(0,i.jsx)(n.h4,{id:"access-and-scan",children:"Access and Scan"}),(0,i.jsxs)(n.p,{children:["Tap ",(0,i.jsx)("strong",{children:"Get Info"})," button on home screen and scan the target lock via NFC to pull up lock information."]}),(0,i.jsx)(n.h4,{id:"review-and-operate",children:"Review and Operate"}),(0,i.jsxs)(n.p,{children:["Review unit assignment, location, and Lock ID details, then use ",(0,i.jsx)("strong",{children:"Open Lock"})," or ",(0,i.jsx)("strong",{children:"Close Lock"})," buttons (permission-dependent)."]}),(0,i.jsx)(n.h4,{id:"complete-operation",children:"Complete Operation"}),(0,i.jsx)(n.p,{children:"Hold your phone steady during the countdown timer for power transfer and listen for a mechanical sound indicating successful operation."}),(0,i.jsx)(n.h4,{id:"manage-bundle-optional",children:"Manage Bundle (Optional)"}),(0,i.jsxs)(n.p,{children:["Use ",(0,i.jsx)("strong",{children:"Clear Bundle"})," if you need to remove lock from current unit."]})]}),"\n",(0,i.jsx)(o.UW,{type:"info",title:"Important Notes",children:(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Open/close functions may be greyed out based on your permissions."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Admins have full access; other users may have restricted permissions."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Power transfer takes longer than information transfer\u2014hold the phone steady."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"The countdown timer ensures proper power transfer to the lock."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Clear Bundle allows you to reassign locks to different units."}),"\n"]}),"\n"]})}),"\n",(0,i.jsx)(n.h2,{id:"share-temporary-access",children:(0,i.jsx)("strong",{children:"Share Temporary Access"})}),"\n",(0,i.jsx)(n.p,{children:"Provide short-term access to contractors, visitors, or potential tenants using the temporary access feature. This video demonstrates the complete process from unit selection to access delivery."}),"\n",(0,i.jsx)(o.nk,{src:"https://www.youtube.com/watch?v=BX8lhnqIsFs",width:"800px"}),"\n",(0,i.jsxs)(o.Rg,{titleSize:"h4",children:[(0,i.jsx)(n.h4,{id:"select-target-unit",children:"Select Target Unit"}),(0,i.jsxs)(n.p,{children:["Navigate to ",(0,i.jsx)("strong",{children:"Units"})," tab and find the target unit from your database list, then tap the three dots to access options."]}),(0,i.jsx)(n.h4,{id:"enter-phone-number",children:"Enter Phone Number"}),(0,i.jsx)(n.p,{children:"Enter the recipient's phone number (include country code if needed)."}

1),(0,i.jsx)(n.h4,{id:"add-user-details-if-needed",children:"Add User Details (if needed)"}),(0,i.jsx)(n.p,{children:"If the phone number isn't recognized in the system, add first and last name for logging and accountability purposes."}),(0,i.jsx)(n.h4,{id:"configure-access",children:"Configure Access"}),(0,i.jsxs)(n.p,{children:["Select access duration (24, 48, 72 hours, or custom duration) and tap ",(0,i.jsx)("strong",{children:"Submit"})," to send temporary access."]}),(0,i.jsx)(n.h4,{id:"confirm-delivery",children:"Confirm Delivery"}),(0,i.jsx)(n.p,{children:"Recipient receives SMS with app download instructions and can access the unit using the tenant app."})]}),"\n",(0,i.jsx)(o.UW,{type:"info",title:"Important Notes",children:(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"The system automatically sends SMS with a download link and instructions."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Recipients download the tenant app and use their phone number to access."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"Custom duration allows flexible access periods (e.g., 1 hour for unit viewing)."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"All access is logged for accountability and security - you can see exactly who opened the unit and when."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"If the phone number isn't in the system, you must add the first and last name for logging purposes.."}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:"You can customize message templates in the web portal under Locations, then Communications."}),"\n"]}),"\n"]})}),"\n",(0,i.jsx)(n.h2,{id:"clear-bundle",children:(0,i.jsx)("strong",{children:"Clear Bundle"})}),"\n",(0,i.jsx)(n.p,{children:"If a tenant moves out or you need to reassign a lock to a different unit, you'll need to clear the current bundle first. Here's how to do it:"}),"\n",(0,i.jsxs)(o.Rg,{titleSize:"h4",children:[(0,i.jsx)(n.h4,{id:"locate-and-verify",children:"Locate and Verify"}),(0,i.jsxs)(n.p,{children:["Use the ",(0,i.jsx)("strong",{children:"Get Info"})," function to scan the lock you want to remove and verify it's currently assigned to the correct unit before proceeding with clearing."]}),(0,i.jsx)(n.h4,{id:"clear-and-confirm",children:"Clear and Confirm"}),(0,i.jsxs)(n.p,{children:["Tap the ",(0,i.jsx)("strong",{children:"Clear Bundle"})," option, review the confirmation dialog, and tap ",(0,i.jsx)("strong",{children:"Confirm"})," to complete the bundle clearing."]}),(0,i.jsx)(n.h4,{id:"verify-removal",children:"Verify Removal"}),(0,i.jsx)(n.p,{children:"Check that the lock is no longer associated with the unit and can be reassigned if needed."})]}),"\n",(0,i.jsx)(n.h2,{id:"get-info",children:(0,i.jsx)("strong",{children:"Get Info"})}),"\n",(0,i.jsx)(n.p,{children:"Use the Get Info function to quickly check a lock's status, assignment, and location. This is also where you can operate locks if you have the proper permissions."}),"\n",(0,i.jsxs)(o.Rg,{titleSize:"h4",children:[(0,i.jsx)(n.h4,{id:"access-and-scan-1",children:"Access and Scan"}),(0,i.jsxs)(n.p,{children:["Tap the ",(0,i.jsx)("strong",{children:"Get Info"})," button on the home screen and scan the lock you want to check using NFC."]}),(0,i.jsx)(n.h4,{id:"review-and-operate-1",children:"Review and Operate"}),(0,i.jsxs)(n.p,{children:["View the lock's current assignment, location, and Lock ID details, then use ",(0,i.jsx)("strong",{children:"Open Lock"})," or ",(0,i.jsx)("strong",{children:"Close Lock"})," buttons to control the lock if you have permissions."]}),(0,i.jsx)(n.h4,{id:"manage-bundle-optional-1",children:"Manage Bundle (Optional)"}),(0,i.jsxs)(n.p,{children:["Use ",(0,i.jsx)("strong",{children:"Clear Bundle"})," if you need to remove the lock from its current unit assignment."]})]}),"\n",(0,i.jsx)(n.h2,{id:"bundle-entry-point",children:"Bundle Entry Point"}),"\n",(0,i.jsx)(n.p,{children:"Entry point bundling configures access to shared facility areas. Set up entry points for shared or common areas."}),"\n",(0,i.jsxs)(o.Rg,{titleSize:"h4",children:[(0,i.jsx)(n.h4,{id:"begin-setup",children:"Begin Setup"}),(0,i.jsxs)(n.p,{children:["Tap ",(0,i.jsx)("strong",{children:"Bundle Entry Point"})," and enter the entry point name, location, and access permissions."]}),(0,i.jsx)(n.h4,{id:"configure-access-1",children:"Configure Access"}),(0,i.jsx)(n.p,{children:"Define who can access this entry point and under what conditions."}),(0,i.jsx)(n.h4,{id:"complete-setup",children:"Complete Setup"}),(0,i.jsx)(n.p,{children:"Verify the entry point is properly configured and accessible to authorized users, then save."})]})]})}function u(e={}){let{wrapper:n}={...(0,r.a)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(h,{...e})}):h(e)}}}]);