Summary of "PP PLUS Web Portal Training"
Overview / Main Purpose
This training demonstrates how to use the Parcel Pending Plus (PP PLUS) web portal to monitor and manage locker systems, resident accounts, deliveries, and device issues. It covers the portal’s key areas:
- Dashboard
- Increased Locker Availability (locker map)
- Parcel Tracking
- Account Holders
- Devices (including reboot options)
- Reporting and Parcel Activity
- Organizations → Property settings
- Common troubleshooting steps and escalation procedures
Key Concepts and Lessons
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Dashboard
- Provides a system overview: overall locker availability, resident registration insight, and high-level warnings (e.g., system offline).
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Increased Locker Availability
- Shows problem statuses (damaged, expired parcel, soiled, object detected, open) and links to a locker map for per-box troubleshooting.
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Parcel Tracking
- Stores delivery history and allows admins to act on individual deliveries (resend PINs, extend expirations, mark picked up, etc.).
-
Account Holder Management
- Supports searching/resetting statuses, adding users, adjusting or canceling plans, and accessing payment and sub-account information.
-
Devices
- Exposes device lists, the locker map, and per-box statuses; offers software and hardware reboots for resolving offline/frozen/slow systems.
-
Reporting & Parcel Activity
- Provides metrics (inputs/outputs, rotation rates, pickup/load times, usage by box size) and options to export reports.
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Organizations → Property
- Stores property-level settings: building/unit data, fee management (registration/storage fees), payment records, and contact/notification settings.
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Troubleshooting & Escalation
- For offline or frozen systems, try a software reboot first; hardware reboot is available for more severe issues. If reboots do not resolve the problem, submit a service ticket.
Detailed Actionable Steps / Methodology
Signing In
- Log in with your username and password.
- You land on the Dashboard for an overview.
Check Dashboard for Alerts
- Look for a red banner indicating the system has been offline for X days.
- If offline: try a reboot (see Device Reboot steps). If the issue persists, contact Service.
Contacting Support / Escalation
- Service phone (as stated in video): 866-354-7492 — select option 1 for service.
- Option 2 is for billing (as referenced).
- Customer Success email (as stated): customer success@parcelpending.com
Using Increased Locker Availability
- Review statuses: damaged boxes, expired parcels, soiled boxes, object detected, open boxes.
- Click any status or the overall Locker Availability metric to drill down.
- Click the plus (+) next to a system to open the locker map and view per-box status.
- Use the locker map to identify problem boxes for troubleshooting or reactivation.
Handling Expired Parcels
- Open the Expired Parcels list to see packages in boxes that have passed expiration.
- Click a parcel number to view details.
- Available actions: resend PIN codes, extend expiration, mark as picked up.
- As an admin at the kiosk: use the “Unload” feature to open boxes, remove packages, and redeliver if necessary.
Parcel Tracking (Delivery History)
- Use filters (left) and results (right) to locate deliveries.
- Click a package to see resident name, email, and actions:
- Mark as picked up
- Extend expiration
- Block (prevent future deliveries)
- Resend or view PIN codes
Account Holder Management
- Use filters to find accounts (primary/secondary, active, pre-registered, closed, suspended).
- Add a user manually via the Add feature: enter info, select property plan, save.
- Cancel a plan: open resident’s plan dropdown → Cancel/Deactivate → set end date → confirm.
- Click the plus (+) next to account status to open Account Details:
- Resend registration notification (for pre-registered)
- Preferences
- Payment section (view resident payments)
- Sub-accounts (occupants)
- Change or select a new plan
Devices and Locker Map
- View the list of devices and open individual device details.
- Click the plus (+) to expand and open the locker map.
- Click occupied/damaged/soiled/open/burglarized/dysfunctional lockers to view more info.
Reporting & Parcel Activity
- Parcel Activity dashboard provides metrics:
- Total inputs / total outputs
- Package rotation rates
- Partial inputs / partial outputs
- Load/drop-off and pickup hours
- Pickup period
- Usage by box size
- Use the Reports List to generate/export reports for specific locker/system data.
Organizations → Property Settings
- Open property details for general info, building and unit lists.
- Fee management: view registration and storage fees.
- Payment section: view completed resident payments.
- Configure registration notification options and property contact details.
Device Reboot (Software and Hardware)
- From Device details you can perform:
- Software reboot: refreshes system functions (first attempt for issues).
- Hardware reboot: used for offline systems, frozen screens, or severe slowdowns.
- Try reboots before submitting a service ticket. If rebooting does not resolve the issue, contact Service.
Support and Contact Information (as stated)
- Customer Success email: customer success@parcelpending.com
- Service & Billing phone: 866-354-7492
- Option 1: Service
- Option 2: Billing
- PMD web portal URL mentioned in the video: “PMD us s. parcelpending.com” — transcription unclear; verify the exact portal URL with Parcel Pending if needed.
Speakers / Sources Featured
- Mark Mar — Customer Success Manager, Parcel Pending (primary speaker/presenter)
- Parcel Pending Customer Success / Technical Support (referenced as sources for help and escalation)
Category
Educational
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