yardi voyager training manual pdf

These manuals provide comprehensive training for Yardi Voyager, a leading property management software. They equip users with skills needed for daily system utilization, covering key topics and technical notes, including a glossary.

Purpose of Yardi Voyager Training

The primary purpose of Yardi Voyager training is to ensure users can effectively navigate and utilize the software for property management tasks. Training materials, such as manuals and guides, are designed to equip individuals with the necessary skills to manage properties, handle leasing workflows, and understand financial aspects within the system. These resources aim to provide a comprehensive understanding of Yardi Voyager’s functionalities, allowing users to perform daily operations efficiently. Additionally, training emphasizes best practices for various property management procedures, including tenant management and accounting functions. Ultimately, the training seeks to maximize the value and operational efficiency of Yardi Voyager for its users.

Accessing Yardi Voyager

Yardi Voyager can be accessed via a desktop shortcut or through a web browser. Users need to enter the correct URL or select it from browser favorites, then log in.

Logging into Yardi Voyager

To log into Yardi Voyager, users typically have two options. First, they can locate and double-click the appropriate desktop shortcut icon, which will launch the application directly. Alternatively, users can open a web browser, such as Internet Explorer, and navigate to the Yardi Voyager web page. This is done by either typing in the Uniform Resource Locator, also known as the web address, or by selecting it from the browser’s favorites or history. Once the page loads, users will be prompted to enter their unique login credentials, which usually include a username and password. This step ensures secure access to the system, allowing authorized personnel to proceed with their property management tasks.

Core Training Content

The core training content encompasses main topics essential for using Yardi Voyager. It includes descriptions, technical notes, and a glossary to explain key terms, ensuring user comprehension;

Key Topics Covered in Manuals

Yardi Voyager training manuals extensively cover various key topics crucial for effective property management. These include navigating the system, managing tenant information, and handling maintenance requests. The manuals also delve into financial aspects such as adding charges, processing receipts, and managing payables. Furthermore, they provide guidance on certification procedures, reporting, and utilizing the dashboard effectively. Specific modules like affordable housing management under LIHTC, HOME, and other programs are detailed. The manuals aim to provide a comprehensive understanding of Yardi Voyager’s functionalities, ensuring users can efficiently operate the software for day-to-day tasks and complex processes.

Yardi Voyager Training Guides

These guides offer structured learning for Yardi Voyager, focusing on specific training days. They cover essential functions, such as move-ins, resident procedures, and certification processes, aiding practical skill development.

Day 3 Training Guide Focus

The Day 3 training guide concentrates on move-in and resident procedures within Yardi Voyager. It details the process of adding charges and managing receipt batches, crucial for accurate financial tracking. The guide also covers essential functions related to resident management, ensuring users grasp the workflow for handling new tenants. This includes understanding how to input resident information and manage their initial financial transactions effectively. This training is designed to provide a solid foundation for handling day-to-day resident operations within the Yardi Voyager system. If users have further questions after completing this guide, they should direct them to their Yardi trainer.

Day 4 Training Guide Focus

The Day 4 training guide specifically focuses on certification procedures within the Yardi Voyager system. This training is designed to ensure users understand the steps involved in certifying various processes, vital for compliance and accurate record-keeping. The guide will walk users through the necessary functions and workflows required to complete certifications within the software. Day 4 also builds on previous training, providing practical application of Yardi Voyager’s certification tools. By the end of this guide, users should be proficient in using the system to manage certification tasks efficiently. This thorough approach ensures users are confident in their ability to handle these critical procedures.

Yardi Voyager Quick Reference Guides

These guides offer concise instructions for specific tasks after training. They are helpful tools for quick reminders, not replacements for the comprehensive training sessions.

Usage after Training Completion

After completing the formal Yardi Voyager training, the Quick Reference Guides become invaluable resources. They are designed to be used as a supplementary tool, providing immediate assistance for specific tasks that may not be frequently performed. These guides are not intended to replace the knowledge gained from the initial training sessions or the detailed manuals. Instead, they serve as a memory aid, offering step-by-step instructions for common functions, such as entering prospect information or navigating specific modules. They are useful when you need a quick refresher, ensuring efficient and accurate use of Yardi Voyager in your daily operations. They should be used as a helpful tool after training is complete.

Yardi eLearning

Yardi eLearning is a step-by-step tool for associates to enhance understanding of basic steps. Courses are assigned by position and can be customized, offering additional training opportunities.

Purpose and Course Assignments

Yardi eLearning serves as a structured, step-by-step resource, designed to help associates grasp fundamental procedures within the Yardi Voyager system. Its primary purpose is to provide easily accessible support for users seeking assistance or wishing to deepen their understanding of core functionalities. The platform offers a variety of training courses, and these courses are assigned to individuals based on their specific roles within the organization. Furthermore, the system has the capability to incorporate courses tailored to specific needs. These customized courses may be added to address particular requirements or processes, ensuring employees receive targeted training. Additional courses and learning events will also be added;

Yardi Training Resources

Yardi’s Client Central provides a library of short training videos under ‘Product Resources > Training & Videos’. Support representatives can add specific videos to your Voyager menu for easy access.

Client Central Training Videos

Yardi’s extensive training library, accessible through Client Central, offers a wide variety of short training videos designed to enhance your understanding and proficiency with Yardi Voyager. These videos are located under the ‘Product Resources’ section, specifically within the ‘Training & Videos’ subsection. This resource allows users to conveniently access targeted training on specific functionalities of the software. If needed, your support representative can guide you on how to incorporate these helpful videos directly into your Voyager menu set. This allows for quick and easy reference while working within the software, providing on-demand learning when you need it most.

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