Content Administrator

Account Officers use the Service Request Form (SRF) to create a Service Request and send it to the Job Manager (JM). Click a link to navigate to that section: Service Request & Creation Management Project Creation Insuffici...

There are eight steps in the Award acceptance and Report Upload and review process.

Job Managers (JM) are the primary staff users of RIMS. These users do the majority of their work in the Project Console. They have extended access to RIMS Projects, Properties, Jobs and individual Tasks that allow them to publish an RFP (Request for...

There are five steps in the RFP management process. Click any of the boxes below to navigate to the relevant Help content. Creating and Sending an RFP (Job Manager) Vendor Bidding (Vendor) Presenting Bids to the AO (Job Manager...

The following pages allow the user to configure the appearance and functionality of import RIMS utilities. Automation Settings Creating and Editing Dispositions Editing Lookup Tables Engagement Ltr & Invoice Templates Engagement L...

To manage RIMS-generated email notices, log in to RIMS as a Content Administrator. Click on the Settings button in the top navigation, then click View All Settings in the drop-down menu. On the System Settings page, click on the Noti...

Real Estate Information and Management System (RIMS) Organization (ORG) enables you to isolate or silo coexisting RIMS projects in your organization. Note: Carefully consider the objectives of your financial institution in choosing to use ORG befo...

Managing Users is one of the primary responsibilities of Content Administrators. The following information describes how a Content Administrator creates and edits User accounts, and the specific considerations for each User type. Unlocking, Editi...

RIMS Reporting is broken into two categories: AdHoc Reporting and RIMS Reports . RIMS Reports comprises numerous Reports that meet the most common reporting needs, including, but not limited to: Data Summary Job Manager Service Level Perfo...