Page Index
Co-Owner Procedures
- How to Submit a Request (Video)
- How to Check Activity and Status on my Request (Video)
- How to Add Comments, Photos, Files, to my Request (4 min into Video)
- How to Review & Update my Personal Information (Video)
- Provide Feedback on Closed Requests (pending)
Board Member Procedures
- Reassign Request (not yet created)
- Send Link (to co-owner) (not yet created)
- Set Review Date (not yet created)
- Close Request (not yet created)
- Create Inquiry (not yet created)
- Edit Inquiry (not yet created)
- Add Deadline (not yet created)
- Reassign Inquiry (not yet created)
- Change Inquiry to Work Order (not yet created)
- Close Inquiry (not yet created)
- Create Work Order (not yet created)
- Edit Work Order (not yet created)
- Add Deadline (not yet created)
- Reassign Work Order (not yet created)
- Reassign Work Order (for payment) (not yet created)
- Close Work Order (not yet created)
- Add Comment or Image/File (refer to How to Add Comments, Photos, Files, to my Request (4 min into Video))
- Change Category (not yet created)
- Print Request (not yet created)
Vendor Procedures
Preferred Vendor CCIS Process Overview (video): Overview of vendor’s transactions
Extended Process Overview (video): Flow of work request from co-owners, through property manager, to you. At the 4-minute mark, it describes the board member approval process.
Access Vendor Resources
Navigate Open Opportunities (List of Work Orders and Inquiries)
Respond to Inquiry (Request for Estimate)
Act on Work Order (Agreement to do work)
Respond to Email Notifications
Service Agreement (Vendors and Property Manager) (Draft, not approved)
Property Manager Procedures
Service Agreement (Vendors and Property Manager) (Draft, not approved)