Tenant Portal User Guide — Evolve Housing

Page 1

USER GUIDE

THRIVING COMMUNITIES FOR ALL PEOPLE

CONTENTS

TENANT PORTAL USER GUIDE

Unlock Convienience p.03

How to access the portal p.04

Navigating the portal p.06

Searching the portal p.08

Search results p.09

My rent p.10

How to get to the Homepage p.12

Viewing my profile 13

How to raise a request: Step 1 p.14

How to raise a request: Step 2 p.15

How to submit a request P.18

Viewing knowledge articles 19

Viewing actions needed P.21

How to add attachments to a request? P.22

Viewing surveys P.23

UNLOCK CONVENIENCE WITH EVOLVE HOUSING’S TENANT PORTAL

We are delighted to welcome you to the Tenant Portal and introduce you to our user guide.

The Tenant Portal aims to make your interactions with Evolve Housing easier and more convenient.

By creating an account and logging into the portal, you will be able to:

• Update your contact information (phone numbers and emails)

• Interact with Evolve Housing staff by receiving and providing real-time feedback for open enquiries including maintenance, events, rent review, and more

• Access an overview of all your pending enquiries and updates

• Pay your rent and find the balances of your rent and water accounts

• Submit your Rent Review form and documentation through your portal

• Access Knowledge Articles generated from Frequently Asked Questions relating to tenancy and property maintenance

• Access Fact Sheets, Polices and Forms

• Complete Service Satisfaction Surveys to assist us in delivering high quality customer service

This user guide will provide you with instructions and tips to ensure that you are able to use the Tenant Portal.

3

HOW TO ACCESS THE PORTAL

You will be able to access the tenant portal by clicking here.

Once you access the portal, you will need to login by clicking the “log in” button on the top right of your screen.

TIP

If you are accessing the portal for the first time you will need to set up your password following the instructions provided in your welcome email.

On mobile CLICK the LINES for the dropdown menu.

TENANT PORTAL USER GUIDE 4
YOUR USERNAME AND PASSWORD TO ACCESS THE PORTAL 5
ENTER

NAVIGATING THE PORTAL

Once you access the portal, you can navigate through the menu bar by hovering over each of the items and viewing the dropdown menu options.

CLICK for dropdown MENU.

SEE key menu options on the home page. Click on them to open the relevant menu item.

TENANT PORTAL USER GUIDE 6
TO OPEN YOUR SELECTION 7
KEY MENU OPTIONS CLICK

SEARCHING THE PORTAL

You may use the search bar to search for any key words or phrases related to items on the portal.

SEARCH BAR

SEARCH: You may use the search bar to search for any key words or phrases related to items on the portal.

SEARCH RESULTS: You will be able to see key menu options on the home page which, if you click on them, will open the relevant menu item.

TENANT PORTAL USER GUIDE 8
RESULTS CLICK TO OPEN YOUR SEARCH RESULTS 9
SEARCH

MY RENT

You will be able to see a rent overview under the “MY RENT” menu and you can click on “APPLY FOR RENT REBATE” or “MAKE A PAYMENT” to navigate to those items.

TENANT PORTAL USER GUIDE 10
11
OVERVIEW OF MY RENT

HOW TO GET TO THE HOMEPAGE

CLICK on the EVOLVE HOUSING

LOGO in the top left-hand slide of the screen to navigate back to the home screen at any point. CLICK the LOGO

TENANT PORTAL USER GUIDE 12

VIEWING MY PROFILE

CLICK on the menu option called “MY PROFILE” to access your profile information. There you will be able to click on the fields and update your information.

13
CLICK MY PROFILE

HOW TO RAISE A REQUEST

STEP 1. CLICK on “REQUEST” from the main menu then select “NEW REQUESTS” from the dropdown menu.

Make a selection from “POPULAR ITEMS” and follow screen instructions to access related forms for requests.of the screen to navigate back to the home screen at any point. CLICK REQUEST

SELECT ITEM TENANT PORTAL USER GUIDE 14

HOW TO RAISE A REQUEST

STEP 2. Follow the form questions and provide the relevant details to raise a request and then click on submit.

Note: Mandatory fields are marked with a red asterisk (*).

MULTIPLE ENTRY FIELDS

STEP 3. You might also see MULTIPLE ENTRY FIELDS where you can add in multiple entries into one field. See examples of these FIELD TYPES are shown below.

15
* A RED ASTERICK FIELDS MUST BE FILLED IN
TENANT PORTAL USER GUIDE 16
17

HOW TO SUBMIT A REQUEST

Once you SUBMIT A REQUEST, you will be taken to the ticket tracking page. From here you can see updates regarding your request and add additional comments for the support team to see.

Including additional details under ‘ACTIVITY’ and clicking ‘SEND’.

CLICK SEND
TENANT PORTAL USER GUIDE 18

VIEWING KNOWLEDGE ARTICLES

Click on the menu option called “knowledge” to access a diverse range of articles covering several topics.

You can select from the list of knowledge articles that you wish to view in detail.

19
TENANT PORTAL USER GUIDE 20

VIEWING ACTIONS NEEDED

Step 1. To view any items that require action by you, click on the “My Request” option from the drop-down menu under ‘Requests’.

Step 2. Then select “Actions Needed” menu option in the list to view the requests that have pending action on you.

Step 3. Click on the case number to open and review the request.

CLICK HERE 21

HOW TO ADD ATTACHMENTS TO A REQUEST?

When submitting a request you will see the attachments logo (which looks like this)

After clicking on the icon, you will get a pop up for the file selection menu screen.

Select the files you want to add as attachments and upload.

TENANT PORTAL USER GUIDE 22

VIEWING SURVEYS

Once your request has been resolved, you will be prompted to complete a survey.

Click on the “Get Started” button to begin the survey and follow the instructions to complete the survey

HERE 23
CLICK

9–13 Argyle Street, Parramatta NSW 2150 Australia ONLINE

info@evolvehousing.com.au

www.evolvehousing.com.au

1800 myevolve (1800 693 865)

@evolvehousing @evolvehousing @evolvehousing

ADDRESS
SOCIAL MEDIA
HOUSING
FOR ALL PEOPLE
EVOLVE
THRIVING COMMUNITIES
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.