CCIS Manual – Create A Request (Mgmt)

Create a Request on behalf of a Co-owner

  • Select the Requester
  • Regarding – By Unit  –
    • If the Request relates to the Requester’s Unit, no need to enter anything, the system will automatically specify the unit.
    • If the Request relates to someone else’s Unit, (a neighbor), select the appropriate unit.
  • Regarding – By Name  –
    • If the Request relates to another Co-owner (or when the Requester doesn’t know the unit address), select that Co-owner; their unit will be specified.
  • Assign To
    • Typically this is to the Management Company; in some cases it may immediately be assigned to a Board Member. The default (if you do nothing, is the Management Company)
  • Date of Request
    • In most cases, this will be the same date as entered. In some cases when entering Requests made in the past, it may be useful to specify a different date.
  • Record the Subject of the Request
    • Similar to an email subject line, enter the subject of the Request.
  • Capture the Description
    • Provide more details about the Request; any relevant WHAT, WHERE, WHEN or WHO information.
  • [Submit Request]
  • ([Submit/Close Request]) if their Request is fully resolved within the phone call.

Errors?

If there are any inadvertent errors, there are two options (you cannot modify the original request). First, open the NEW Request

  • For GROSS errors, select Resolve Request and note in the message field the Request was closed because it is incorrect.
  • For simple errors, select Add Comment and make a note to clarify the error.

Return to Processes – Management Company

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