With ResMan Integration, SMRT Operations Manager will be pulling Resident and Unit Information from ResMan, and importing it into SMRT Operations Manager. This pull of information will happen each day at midnight, and resident changes made in ResMan will be reflected automatically in SMRT Operations Manager within 24 hours. In addition to the pull of information from ResMan, we will also be exporting resident work order information back into ResMan. Moving forward, all resident-reported tasks created in SMRT Operations Manager (i.e. from the SMRT Operations Manager Resident Portal, Answering Service, etc.) are to be imported into SMRT Operations Manager. You can then manage your resident tasks in SMRT Operations Manager, per usual, and once it is completed in SMRT Operations Manager, it would then be exported back into ResMan.
It’s important to note that all tasks need to be managed within SMRT Operations Manager, and the results will be exported back into ResMan.
By enabling this integration, the management of residents in SMRT Operations Manager is going to be limited, and any changes to contact information, or the ability to add residents, will need to be done in ResMan.
To complete the ResMan integration, there are a few steps which we have listed below that will need to be completed:
Reach out to your ResMan Account Manager to request the SMRT Operations Manager Integration for your site/organization.
Set up your Default Work Order Assignment in ResMan. For the integration to work properly, all work order categories require default staff members so SMRT Operations Manager can assign work orders. Please follow the steps below to complete:
Step 1: Navigate to property settings by going to the Admin menu and selecting Properties.
Step 2: Select the property.
Step 3: Open the Maintenance module.
Step 4: Click the blue Edit button.
Step 5: Scroll to the section Work Order Category Assignments.
Step 6. Click New to create new category assignments or highlight an employee and click Edit to edit the current assignments.
Step 7: Select the work order categories to which this employee will be automatically assigned.
Note: The work order categories were determined during implementation and may be edited in Global Settings. (Admin > Pick Lists > Work Order Categories)
Step 8: Click OK.
Note: Selecting the Online Work Orders category (or similar) sets the default for work orders received through the Resident Portal (if enabled).
Step 9: Click the Back button when finished.
That’s it! Your defaults have been set and your request has been submitted and the ResMan team will reach out directly to the SightPlan Implementation team with the credentials. Once approved by ResMan, the Implementation Team will be able to complete the integration and update the site team once it is completed.
Note: Please make sure you have a Default user assigned to the work order categories in ResMan. If you do not, the integration will not work properly and the work orders will not import/export properly from system to system.
Here are the instructions on how to set the default work order category assignments to an employee in ResMan.
Step 1: Navigate to property settings by going to the Admin menu and selecting Properties.
Step 2: Select the property.
Step 3: Open the Maintenance module.
Step 4: Click the blue Edit button.
Step 5: Scroll to the section Work Order Category Assignments.
Step 6. Click New to create new category assignments or highlight an employee and click Edit to edit the current assignments.
Step 7: Select the work order categories to which this employee will be automatically assigned.
Note: The work order categories were determined during implementation and may be edited in Global Settings. (Admin > Pick Lists > Work Order Categories)
Step 8: Click OK.
Note: Selecting the Online Work Orders category (or similar) sets the default for work orders received through the Resident Portal (if enabled).
Step 9: Click the Back button when finished.
Frequently Asked Questions
What tasks are exported to ResMan?
With the Bi-Directional Integration, SMRT Operations Manager will export all tasks in the Maintenance Work Space back to ResMan, as long as they are assigned to a Building, Unit, or Common Area.
Can I close work orders in ResMan?
Currently, we do not support the ability for work orders to be completed in ResMan and update in SMRT Operations Manager. With the bi-directional integration, work orders will need to be completed in SMRT Operations Manager, which in turn will update in ResMan within 5 minutes.
Can I update the Resident's phone numbers in SMRT Operations Manager?
With the integration in place, we will be updating resident information from ResMan every 24 hours. If you need to update more frequently, in the Resident Section, you can select the blue refresh button in the top right-hand corner.
Related Resources
For more information about the SMRT Operations Manager platform, please visit our Knowledge Base Articles. Should you need additional support, please don't hesitate to contact the Help Team.