Navigating the Units section

These settings are only editable by users with organisation manager permissions or higher.

View the Units List

This page shows all of the units onsite at a glance. Units are added either by StorAxxS staff prior to site setup, or by installation staff at time of onsite commissioning.

Example of the Units list

The main function of this page is to remotely lock or unlock units, and to check the Lock and Door statuses of units at a glance, indicated by the icons on the right hand side of the page.

• Red lock: Unit is locked

• Green lock: Unit is unlocked

• Red door: Unit is closed

• Green door: Unit is opened

The statuses are not linked in any way (example: a unit can be opened and locked).

The other columns indicate, from left to right:

• Name of the unit in the StorAxxS system.

• Type of unit in the StorAxxS system. This is usually ‘storage’.

• Site the unit is located at.

• Unit Controller that is assigned to the unit.

• The current Rental Status of the unit.

• Name of the Customer renting the unit.

Create New Unit

To create a new unit:

1. Select the New button in the top right hand corner of the Units List page
2. Complete the New Unit form
3. Note that not all the fields are required and some fields may not be applicable for the facility
4. Select Save

Import Units

If the facility is integrated with Storeganise platform, the Storeganise Import Tool can be used to import the units from the Storeganise platform directly into the StorAxxS platform. The Import button on the Units List page opens the Import Storeganise Units tool. 

For detailed instructions on how to use the Storeganise Import Tool please see the Storeganise Data Import Tool Manual

View Unit Details

On the Units List page, select any unit name to view the Unit Details page. The details of the unit are displayed in the left pane (section) of the page.

Activity tab

The Activity tab lists all of the events and actions that occur for that unit.

Listed activities include:

• Locked
• Unlocked
• Opened
• Close
• Overlocked
• Clean/Repair status changes
• Alarmed
• Not alarmed

Activity Snapshots

• Additionally, the Activity list allows staff to check snapshots taken during the door operation. 
• To view an activity snapshot, select the thumbnail image.

Access tab

The Access tab lists the customers that have permission to access the unit. Normally the list will be automatically generated when a customer books a unit. Users are able to manually add customer access permissions or delete existing access permissions.

Add a Unit Access Permission

1. Select the New button

2. The ‘Create Access Permission’ modal will display

3. Complete the Create Access Permission form:

   1. Customer - type the customer’s email address and then select the customer from the auto generated suggestion list

   2. Type - from the drop down list, choose ‘Access’ 

   3. Start Date - configure when the access permission starts. If left blank, the access permission will begin immediately

   4. Permanent access? - WARNING: selecting this checkbox gives the customer permanent permission to access the unit, regardless of who or if another customer has booked the unit

   5. Expiry Date - configure when the access permission ends. If left blank the access permission will be permanent

4. Select Save

Delete a Unit Access Permission

1. Select the Checkboxes for each of the customers for which access is to be removed
2. Select the Action button to display a dropdown menu
3. Select Delete to immediately remove access permissions for the customer(s)

Shared Access tab

Shows if there have been any shared invitations for the unit sent out and accepted.  Allows users to delete any listed access permissions.To delete a Shared Access Permission:

1. Select the Checkboxes for each of the customers for which access is to be removed
2. Select the Action button to display a dropdown menu
3. Select Delete to immediately remove access permissions for the customer(s)

Bookings tab

Lists the booking history of the unit and displays at-a-glance booking information and status.

Selecting the Customer will navigate the user to the customer details page.

Set and remove Clean/Repair status

The Clean/Repair feature allows staff to set the unit into a state that indicates the unit requires attention. Staff can leave a note when setting the status that can be reviewed later.

When the Clean/Repair status is set, the unit changes colour on the Facility Map and the status is updated to 'Clean/Repair' on all pages that the unit is listed. 

Hovering over the listed status will display the note (if written).

To set the Clean/Repair status:

1. Select the Clean/Repair checkbox on the Unit Details page to display the Clean/Repair modal
2. Select either Clean or Repair
3. If required, type a message in the Notes box
4. Select Save

To remove the Clean/Repair status:

1. Select the Clean/Repair checkbox on the Unit Details page to display the Clean/Repair modal
2. If required, type a message in the Notes box
3. Select Save

Edit Unit Details

1. Select the Actions button on the Unit Detail page to display a drop down list
2. Select Edit
3. The Update Unit page will display
4. Edit any of the fields
5. Select Save

Delete Unit

1. Select the Actions button on the Unit Detail page to display a drop down list
2. Select Delete
3. The Delete Unit modal will display
4. Select Delete