Some fields, like the Property Features and Other Structures on the Exterior tab, allow selection of more than one feature. Select as many features as allowed (usually two). If you select too many, the system alerts you when you tab away from the field. To select more than one item, click the check box beside each feature.
Is there a specific format for entering dates?
Yes. You can enter dates in the following formats:
What is the difference between Edit Listing Details and Status/Price Change?
Under the Edit Listing tab use Edit Listing Details to:
• make a Price Change or Extension;
• modify Remarks, or add an Open House; or
• change the listing's property characteristics (e.g., Basement features, Room descriptions).
Use Status/Price Change to change status to:
• Sold Conditional, Leased Conditional
T or t Today’s date displays when you Tab to next field
T+1 Tomorrow’s date displays when you Tab
to next field
T-1 Yesterday’s date displays when you Tab to next field
Summary
Now that you have read some general tips about Stratus Add/Edit, you are ready to learn how to use the Manager option which is covered in the next chapter.
Using the Permissions
Manager
Setting Add/Edit privileges
In order to access the Permissions Manager, you will need to log on to Stratus.
To set Add/Edit privileges:
1. From the Info Centre, on the Left Side Panel, scroll down to the bottom of the Links menu.
2. Click Permissions Manager.
3. In the Firm Code field, type the code for your firm, then click Find.
Permissions Manager
4. In the list of names that appears, click the name of the person for whom you want to set Add/Edit privileges. The name appears in the Salesperson field to the right.
TIP: The codes in the Add/Edit column are defined as follows:
• None: No access to Add/Edit
• Extras-Only Self: Multiple Photos, Virtual Tours, Edit Listing’s Map Location & Document Attachments for oneself
• Extras-Only Office: Multiple Photos, Virtual Tours, Edit Listing’s Map Location & Document Attachments within the office
• Extras-Only Firm: Multiple Photos, Virtual Tours, Edit Listing’s Map Location & Document Attachments within the firm
• Full-Restrict Self: Full access for oneself except for Status changes, Price changes & Extensions
• Full-Restrict Office: Full access for Office except for Status changes, Price changes & Extensions
• Full-Restrict Firm: Full access for Firm except for Status changes, Price changes & Extensions
• Full Self: Full Add/Edit privileges for oneself
• Full Office: Full Add/Edit privileges within the office
• Full Firm: Full Add/Edit privileges within the firm
Firm Code Find Salesperson Add/Edit
• Click the down arrow beside Add/Edit and select one of the following: None, Only Self, Only Office, Extras-Only Firm, Full-Restrict Self, Full-Restrict Office, Full-Restrict Firm, Full Self, Full Office, Full Firm.
5. Click Submit.
6. To change the settings for another Salesperson, repeat steps 4-5.
You have successfully set Add/Edit privileges.
Summary
After completing the material in this chapter, you should be able to:
• set Add/Edit privileges
Now that you know how to use the Permissions Manager, you are ready to learn how to access the training mode, which is covered in the next chapter.
Enabling Training
Mode for Add/Edit
The training mode allows you to practice adding and editing listings without affecting the actual database.
NOTE: The training mode for Add/Edit applies to the current session only. To use training mode in subsequent sessions, you must enable it each time you log in.
To enable training mode for Add/Edit:
1. From the Info Centre, on the Left Side Panel, scroll down to the bottom of the Links menu.
Left Side Panel
Links Menu Commands
Training Mode (Add/
Edit)
TIP: If the Left Side Panel is not visible, it is collapsed. The Links drop-down menu will be visible in the top menu bar to the right of the screen.
2. To access Training Mode, click on the option Training Mode (Add/
Edit).
3. The Info Centre appears again, with the Training Mode banner in the bottom right corner of every screen.
Training Mode (Add/Edit)
4. To access Add/Edit in Training Mode, click Add/Edit on the Left Side Panel.
You have successfully enabled the Add/Edit training mode.
Training Mode banner
Add/Edit
Summary
After completing the material in this chapter, you should be able to enable the Add/Edit training mode in Stratus. Now that you know how to enable the training mode, you may go to the next chapter to learn how to add a listing.
Adding a Listing
Accessing Add Listing
The Add Listing feature of Stratus allows you to add listings of any class (i.e., Residential Freehold, Residential Condo & Other or Commercial) to the MLS® database. The Listing Detail Edit form allows you to input property information quickly and easily. You can complete all fields and make the listing available immediately to MLS® users or save a partially completed listing in Draft form to complete later. Add/Edit automatically saves the partially entered listing as a Draft. Should there be any disruption to the entry process, you may access the listing from the Drafts tab in Add/Edit.
Add/Edit in Stratus works well on Internet Explorer, Safari, Firefox, and Chrome. The minimum browser requirements for optimum performance in the new interface are:
• Internet Explorer 9
• Safari 4
• Firefox 6
• Chrome - any recent version
It is important to note that Add/Edit in Stratus is for use on PC or Mac computers. It is not designed for use on tablets or smartphones of any kind.
TIP: When a listing is first added to the database, the Last Status or LSC is set to New. It remains New until its status is changed, such as Price Change, Extension, Sold, etc.
MLS® RULES & POLICIES: R-365 states that “In all instances when an MLS Listing Agreement commences, the Listing Brokerage shall process the MLS Listing through the MLS System within two (2) TREB business days following the commencement date of the MLS Listing Agreement.”
To add a listing:
1. At the Left Side Panel, select the Add/Edit option.
2. In the Add/Edit Listing Maintenance section, click the Add Listing tab. The Add Listing menu appears.
NOTE: It may take a few moments to load the Add Listing screen.
3. On the Add Listing screen in the Select Property Class section, select a property class, then select whether the property will be For Sale or For Lease. In our example, we chose Residential Freehold and For Sale.
Add/Edit
4. Click Continue. The Location Section, for the type of selected property, appears.
NOTE: Fields marked by a blue asterisk are mandatory.
NOTE: The following sections focus primarily on how to complete mandatory fields for a Residential Freehold property. The requirements for your particular property may vary slightly.
Completing the Location section
TIP: To ensure that you have the correct Area, Municipality and Community, go to Links, click the Re-Districting Map and type in the correct address, Municipality and Province into the Find field. Place check marks beside Municipality and Community and then zoom out to a suitable zoom level.
To complete the Location section:
1. On the Location screen, click the down arrow beside the Area field and select the appropriate area or region. Navigate to the
municipality field by pressing Tab or clicking into the list to select the Municipality.
TIP: Click on any field label (e.g., Holdover Days or A/C) for a pop-up explanation of the field and to display information about what kind of response you should enter (e.g., a number or text; Y for yes, N for no). Click OK to close pop-up help.
2. Click the drop-down beside Municipality, select the appropriate municipality, then press Tab. (The list of choices is dependent upon the selection made in Area.) In our example we chose Markham.
NOTE: An odd exception to Municipality is Toronto. The location of a property is a combination of three factors: Area, Municipality, and Community.
Toronto is both an area and a municipality. Since Add/Edit requires all three
location factors, something had to be substituted for Municipality and this is the list of old MLS® districts in Toronto.
3. Click the drop-down beside Community, select the appropriate community name, then press Tab. In our example, we chose Markham Village.
4. Click in the Street # field and type the street number of the listing.
Our example property is 42 Eastwood Crescent, so we entered the number 42.
TIP: Lots are entered as L#. For example, L17.
5. Click in the Street Name field and type the first few characters of the street name. As you type, a list of possible matching street names automatically appears; click the desired street name.
TIP: Concessions are entered in the format C# Township (e.g., C1
Georgina). Enter c1, or c2, etc., into the Street Name field, then click on the desired concession.
Street # Street Name Drop-down List
TIP: If the street name is not in the list and you know the correct spelling of the street name, click and type the name in the Street Name field to override the street dictionary.
6. Click the down arrow in the Street Abbreviation field and select the street abbreviation. In our example, we chose Cres for Crescent.
TIP: If there is no street abbreviation, use N/A. This is useful when entering properties on Queens Quay in Toronto, for example.
NOTE: Once you enter Area, Municipality, Community, Street #, Street Name, and Street Abbreviation, Stratus attempts to locate the property in the Street Dictionary. If a match is found, the system pre-fills fields such as Postal Code, Map #, Map Column, and Map Row. If you do not enter the proper street abbreviation or have overridden the suggested street name, the system will NOT populate the MapArt coordinates. You may fill in these fields
manually.
NOTE: When you submit the listing later on, the system will look for the street address that you entered in the Street Dictionary. If it is not found in the Street Dictionary, the following message is prompted: “The street address you entered does not exist in the database. Would you like to use this address anyway?” Click Cancel to edit the street address. Click OK to use the address anyway.
7. Click in the Postal Code field and type the postal code, if necessary.
A postal code must be 6 characters without spaces or dashes.
TIP: If you don’t know the postal code, you can enter a zero (0) and edit the field later.
8. Click the down arrow in the Fronting On (NSEW) field and choose the appropriate direction, for the side of the street where the front door is located.
9. Click into the Legal Description field and complete the field.
NOTE: If you wish to verify the Legal Description of this property, you may use the Public Records link on the left-hand navigation panel and search for this address. Alternatively, you may search for an old listing record for this property in Stratus and click Propertylink PDR on the top of the Broker Full report.
10.If the Lot Front and Lot Depth fields are completed, enter the correct Lot Size Code.
NOTE: The Zoning field for Commercial listings is mandatory. To access zoning information for most municipalities from the TMLS home page, click Commercial Division. On the left sidebar, click Zoning.
11.Click in the Direction/Cross Streets field and type the names of the major cross streets that are close to the property.
TIP: If the MapArt page number, column number and row letter do not automatically appear, type them in correctly from the MapArt book. This will ensure that your listings will be found when those fields are used in searches.
The system will map listings based on longitude and latitude, known as geocoding.
12.Complete any other fields as desired.
Lot Size Code
13.If you would like to continue working on this listing later, at any time, click Save Draft. In the prompt that appears, click OK.
NOTE: Stratus saves your draft for 30 days from the initial saving date.
14.To proceed to the next section, scroll down or press Tab in the last field of the current section, or on the Top Tab Menu, click the desired section name.
Completing the Amounts/Dates section
To complete the Amounts/Dates section:
1. Click in the List Price field and enter the asking price without dollar signs or decimals. In our example, we entered 409900 for $409,900.
2. If the property is for sale, click in the Taxes field and enter the most current annual tax amount. In our example we entered 4020.44 for
$4,020.44.
Save Draft
3. If the property is for sale: click in the Tax Year field and type the year that the tax amount pertains to.
MLS® RULES & POLICIES: R-390 states that “Where realty taxes are required to appear on TREB’s MLS® System, the amount to be shown shall be the current year’s annual taxes or if not available the prior year’s annual taxes”. Therefore, the only time that tax amounts can be $0 is when the property is brand new and taxes have yet to be assessed on the property.
4. Click in the Contract Date field and type the commencement date from the first page of the listing contract.
TIP: The Contract Date (contract commencement) cannot be greater than today’s date. If, for example, you type T+1 into the Contract Date field (for tomorrow’s date), the field name will turn red to indicate an entry error.
MLS® RULES & POLICIES: R-365 states that “In all instances when an MLS Listing Agreement commences, the Listing Brokerage shall process the MLS Listing through the MLS System within two (2) TREB business days following the commencement date of the MLS Listing Agreement.”
MLS® RULES & POLICIES: R-330 states that “The term of an MLS®
Listing shall not be reduced to fewer than sixty (60) days, calculated from the commencement date.”
MLS® RULES & POLICIES: R-325 states that “An MLS® Listing Agreement shall run for a period of not less than sixty (60) days from the commencement date.”
5. Click in the Expiry Date field and type the expiry date.
Expiry Date
6. Click in the Possession Date field and enter the date when a Buyer may take possession of the property.
7. Click in the Holdover Days field and type the number of days for the holdover.
8. Click in the Seller/Landlord Name field and type the name of the seller(s)/landlord(s).
TIP: Use the Mortgage Comments field to add any comments, such as Treat as Clear.
9. If you would like to continue working on this listing later, at any time, click Save Draft. In the prompt that appears, click OK.
Seller/Landlord Name
Mortgage Comments
NOTE: Stratus saves your draft for 30 days from the date first saved.
10.To proceed to the next section, press Tab in the last field of the current section, or on the Top Tab Menu, click the desired section name.
Completing the Exterior section
To complete the Exterior section:
1. Click the down arrow to the right of the Type field and select the property type from the list. In our example, we chose Detached.
NOTE: The Type you choose determines what other fields are required. The following steps discuss the mandatory fields for a Detached property.
Save Draft
TIP: Instead of clicking a field’s down arrow, you can type the first letter of the desired item to get to that section of the alphabetical list.
2. Click the down arrow to the right of the Style field and choose the Style. In our example, we chose 2-Storey.
3. Scroll down the Exterior list and choose one or two types of exterior by clicking on each item to place a check mark in the check box.
You can also press the Tab key to move the highlighting from option to option down the list. When the desired choice is highlighted press the Space Bar to select it. To select another item, continue to press the Tab key, then press the Space Bar to place a check mark in the check box of the next desired item. This second method will speed up the data entry process. In our example, we chose Alum Siding and Brick.
4. Click the down arrow beside Garage Type and select the type of garage. In our example, we chose Attached.
5. Click in the Garages Spaces field and enter the number of garage spaces. In our example, we typed 2.
NOTE: For both Freehold and Condo listings the Garage Spaces field refers to the number of parking spaces available in the Garage Type field.
6. Click the down arrow beside Drive and select the type of Drive. In our example, we selected Pvt Double.
Exterior
Drive
Parking Spaces
7. Click in the Parking Spaces field and enter the number of parking spaces. In our example, we entered 4.
MLS® RULES & POLICIES: For Freehold listings (Form 290&296), the
“Garage spaces” field refers to the # of parking spaces available in the
“Garage tyle” field. The “Parking spaces” field referes to the number of parking spaces available in the “Drive field”.
MLS® RULES & POLICIES: For Condo/Co-op/Co-ownership/Time-Share listings (Form 291&292), the “Garage spaces” field refers to the # of parking spaces available in the “Garage type” field. “Parking/Drive spaces” field refers to the # of parking spaces available in the “Parking/Drive field”.
For both types there is no field that refers to the total number of parking spaces in both the garage and parking/drive spaces.
8. Click the down arrow beside the Pool field and select the appropriate item. In our example, we selected None.
9. Click the down arrow beside the Water field and select the type of water source. In our example, we selected Municipal.
10.Click the down arrow beside the Sewers field and select the type of sewer. In our example, we selected Sewers.
11.Click the down arrow beside Special Designation and select the appropriate item. In our example, we selected Unknown.
12.Complete any of the remaining optional fields as desired.
Sewers
Other Structures
13.If you would like to continue working on this listing later, at any time, click Save Draft. In the prompt that appears, click OK.
NOTE: Stratus saves your draft for 30 days.
14.To proceed to the next section, press the tab key in the last field of the current section, or on the Top Tab Menu, click the desired section name.
Completing the Interior section
NOTE: The Type you chose (on the Exterior worksheet) affects what other fields are required. The following steps discuss the mandatory fields for a
NOTE: The Type you chose (on the Exterior worksheet) affects what other fields are required. The following steps discuss the mandatory fields for a