StratIS Site Ordering Process Version 1.5
Process Timeline 1. Apply for Distributorship (3 weeks before deployment) 2. Identify Site (2 weeks before deployment) 3. Purchase Site License (2 weeks before deployment) 4. Complete Project Information Form ( 2 weeks before deployment) 5. Provide Property Layout (10 days before deployment) 6. Review and Approve Demo Site (3 days before deployment) 7. Take Site Live & Train (day of deployment)
How To Apply For Distributorship Go to StratISEMS.com Navigate to the Distributor Application From the drop down menu (Distributors) Click on Distributor Application
Next, fill out the distributor application.
Log In To Download Documentation Go to Partners.StratISEMS.com and log in The username was provided by StratIS in the account activation e-mail. If the password is unknown the link for “Lost Your Password� can be used. Navigate To The Documents Section This is located under the Resources Drop down Menu.
Downloads From Here You May Download The Latest Collateral & Pricing (Not Required) Files located in this area include: -Pricing Sheets -Sell Sheets -Case Studies -W-9 Forms
Purchase Site Licence Go to Partners.StratISEMS.com
Next, Navigate To The Shop From the menu select “purchase”, then “Shop”. Next, click on New Site.
Site Ordering Cont. Select The Type Of Lock
Note: The BE467/FE410 locks appear to cost more than the BE367/FE210 locks, but includes the Allegion MT20W, pre-configured. In existing proposals it is likely a separate line item.
Scroll down and click on “Next - Community Locks�
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Site Ordering Cont. Next, Select “Common Area Locks”
Click “Next, “Review Configuration”, Then give the site a name, and click “Add to the Cart”
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Site Ordering Cont. Click on “View Cart” from top of the screen.
Scroll down and click “Proceed To Checkout”
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Site Ordering Cont. Enter your Shipping and Billing address. Be sure to enter the Billing address where you would like the hardware shipped.
Click the “Place Order� button.
Upon completion of the order, you will receive an e-mail to complete the project information form, which will include a link. You can follow that link, or just follow the remaining instructions.
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Fill Out Project Information Form Navigate to the Project Information Form From the menu at the top select “Resources,” then “Project Information”
Fill out the Project Information Form
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Fill Out Project Information Form You Will Need -StratIS Order Number (From original StratIS order email) -Property Site Name: Should match name from Order. -Target Date to Start Using: This date should be no earlier than 2 weeks after filling out the Project Information Form. It is used to make sure that the order is on track. -My Company Name: The name of the company that you work for. -My E-mail Address: Used to create login to StratIs and Engage -My Licensing Fee Preference: Select billing agent for the site. -My Purchase Order Number: If your company wants a purchase order for the invoice put it here and it will be used. Note: That there are two pages of information to fill out.
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Provide Property Layout There Are Three Options For Layout -Provide a list of doors with or without resident names -Provide a Schlage Express LLD file for import. -Receive a new Site to enter doors in by hand.
We can also generate residents from the same file, e.g. First Name: B2-201, Last Name: A. Please make sure to include instructions when sending the file. 13
Provide Property Layout Cont. Schlage Express LLD File If the Site is currently using Schlage Express, we are able to import your site information from the site file. The file is located on the computer that runs Schlage Express and ends in .LLD. New Site StratIS prefers to participate in setting up your Site and recommends against doing a manual entry of a Site.
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Review And Approve Demo Site This step has four parts: -Receive e-mail confirmation from StratIS that your Site is in Demo. -Receive and accept an invite to StratIs Demo if you are a new user. -Login to the new Demo Account. -Review and accept Demo Site. Recieve e-mail confirmation from StratIS that your Site is in Demo. You will receive an e-mail from StratIS with instructions that your site is in Demo Mode. Receive & Accept an invite to StratIS Demo if you are a new user. You will receive an e-mail from StratIS with a link to activate your account if you do not already have one on our Demo Server. It will say please click this link to activate your StratIS Demo Account. Please take note this login is for our Demo Server only.
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Log Into The Demo Account Please to to StratISSphere.net and login to your account being sure to select “StratIS Demo,” as the “Client”. Your username is your email address. Your password is that which you selected. If you do not remember your password, use the “Forget Password” button. When you do, please be sure to select “Demo” as the password you forgot. Review and Accept Demo Site Please confirm the following: -Units are laid out in groupings that reflect the site. -Units that are amenity or common are separated. -Imported resident or staff key looks correct.
Upon approval, please reply to the e-mail confirming your Site is in Demo or send an email to support@stratisems.com stating your Site Name and that you want to “take your Site Live.”
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Take Site Live and Train Receive e-mail confirmation from StratIS that your Site is in Demo. You will receive an e-mail from StratIS with instructions to inform you that your Site is “in production.� Receive & Accept an invite to StratIS Demo if you are a new user. You will receive an e-mail from StratIS with a link to activate your account if you do not already have on on our Production Server. Please click to activate your StratIS Production Account. Please take note this login is for our Production Server only.
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Log Into The Production Account Please go to StratISSphere.net and login to your account being sure to select “Production” as the “Client.” Your username is your email address. Your password is that which you selected. If you do not remember your password, use the “Forgot Password” button. When you do, please be sure to select “Production” as the password you forgot. Add Devices to ENGAGE (Be467/ FE410 only) Devices for sites with BE467 or FE410 door locks require the fob reader and door locks are added to the Allegion ENGAGE App first. Please download the directions for doing this in the partner portal.
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Add Site Managers to StratIS and ENGAGE Having been in contact with the Site directly, StratIS requires the distributor to add at least one Site Manager to StratIS. With BE467 / FE410 door locks it is also required that at least one Site Manager gets access to an ENGAGE account too. To add the user to StratIS, navigate from the home menu to “People,” “Staff” and select “Add User.” After adding the user, be sure to give them all permissions.
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Resources Inform Site Managers of Resources Available To Them Make sure the Site Manager is aware of the following resources: -Weekly training webinars available every week. -StratISSphere.net web interface. -Help.StratisEMS.com (also available on the top right of the interface.) -Call 844-StratIS
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