| Create a Request on behalf of a Co-Owner | - Select the Requestor
- Regarding - By Unit -
- If the Request relates to the Requestor'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]
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