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Guardian Asset Management FAQ

What is an integration?

An integration is a way for 2 different systems, such as Pruvan and the Guardian order source iProperty, to exchange information.

What are the features of the Guardian integration?

The integration supports auto order import, photo relay, default work type, default assign to, auto admin, and the push key.

Why don't my projects import automatically? Why do I have to click Refresh or Full Refresh to get my projects?

Guardian needs your push key in order to send new projects and updates as they occur. Click Validate in your Guardian integration setup to send them your key.

Can I auto-assign my Guardian  projects?

The Guardian integration supports our Default Assign To feature which gives you limited auto-assignment ability.  See this article for more information.

Can I send my photos back to Guardian's order source automatically?

Yes!  The Guardian integration can relay photos back to Guardian's order source based on your QA settings in Pruvan.

What does Default Work Type do?

Default Work Type is a work type that will be applied to all of your incoming Guardian projects.  Read more in the Default Work Type article.

What does Auto Admin do?

Auto Admin is one of our core integration features.  Read more in the Auto Admin article.

What does Default Assign To do?

Default Assign To is one of our core integration features.  Read more in the Default Assign To article.

What does the Push Key do?

You can use the Push Key to refresh your orders.  See the Push Key article for more.

Can I change (or add to) the task's that are on the Guardian  projects?

Yes, you can add or edit tasks on your projects.

 

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