19. MANUFACTURER ONBOARDING Archives - BuildingEase

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1. INTRODUCTION: OWNERS & PROJECT TEAM

3

Introduction and Overview
1st Official Tech Partner to mM
User Feedback and Support

2. PROJECT TEAM LOG IN

2

How to Log On and Authenticate
Your Landing Page

3. mM CMF Q+A: Digitized Questionnaires

1

Accessing Questionnaires: Sustainability (CMF) & General

4. MATERIAL LIST LIBRARY

2

Your Organization’s Material List Library
Add Pictures to Your Project Cards

5. CROWDSOURCE LISTS

1

Crowdsource Lists: Save Time with Community Collaboration

6. CREATE NEW PROJECT or MASTER LIST

3

Creating Projects or Master Material Lists
Set Project Visibility
Inviting People to a Project

7. ADD PRODUCTS TO A PROJECT

5

Overview: 5 Ways to Add Products
Clone a List in 2 Clicks (Master or Project)
Copy Selected Items from Another List
Add Products From Our Catalog
Add a New Product Manually

8. WORKING IN MATERIAL LISTS

5

Using Control Panel to Manage View
Managing Certification Data in ML View
Search, Sort and Filter
Reorganize Material List by Groupings
Aggregation (# of items) within a List

9. USING SPLIT SCREEN VIEW

4

Side-by-Side Overview
Create Side-by-Side View
Change Split Screen from Horizontal to Vertical
Undo Split Screen View

10. COMPARING 2 MATERIAL LISTS

1

Compare Two Different Material Lists

11. HOW TO CREATE GROUPS

3

How and Why to Create Groups
Creating Your First Group
Adding More Groups

12. WORKFLOW / PRODUCT DETAIL VIEW

5

Workflow / Product Detail Page Overview
Product detail view: Certifications
Workflow: Org Tab
Workflow: Project Tab
Viewing Product Compliance at-a-glance

13. HOW TO EXPORT DATA

1

How to Export Your Data

14. THE INFINITE CATALOG

3

How Our Catalog is Unique
Comparing products
Industry Data Issues and Duplicate Entries

15. AIA MATERIAL PLEDGE & Portfolio Wide Reporting

1

Tracking & Reporting for AIA Pledge, ESG, etc

16. CREATING INTERNAL STANDARDS

6

Overview: Compliance checking
Internal Standards 1 Define the standard
Internal Standards 2 Choosing criteria
Internal Standards 3 Defining specifics
Internal Standards 4 Applying rules & logic
Internal Standards 5 Checking for compliance

17. RATINGS AND REVIEWS

1

Ratings and Reviews

18. BE-Xchange FOR CIRCULARITY

3

BE-Xchange Overview
Posting Materials on the Xchange
Circularity Resources

19. MANUFACTURER ONBOARDING

3

Introduction and Overview
Log On and Create Account
Account Settings

20. MANUFACTURER TOOLBOX

3

Managing Your Products
Your Storefront
CMF Q+A: Digitized Questionnaires

21. MARKETPLACE + BUYER’S CLUB

4

Marketplace & Global Buyer’s Club Overview
How-To Videos for Marketplace
Marketplace and Global Buyer’s Club: Buyers
Marketplace and Global Buyers Club: Sellers

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19. MANUFACTURER ONBOARDING

19. MANUFACTURER ONBOARDING

Introduction and Overview
Log On and Create Account
Account Settings

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