| Required |
- First
Name, Last Name: This is the name of the PRIMARY owner (a
spouse, partner or secondary owner is entered in the CoOwner field in the
Contact Info
section).
- Type:
In this case, and by default, “OWNER”
- Is
Board Member: This toggle will allow this owner to have
“board member privileges” in the system.
|
| Login Info |
When a co-owner wants to access their Request
information on the system (rules
TBD when we release the system for owner-use)
- User
Name: Ask what they want to use for their user
name.
- Password:
Ask what they want to use for their password.
- Password
Confirm: Re-enter the password.
Ask them to login to the system as soon as possible to ensure user
information has been setup correctly. |
| Owner Info |
- Unit:
Select the relevant unit. You can type ahead for the house number, just
make sure you get the right street name
- Purchase
Date: Select the appropriate date, day and
month. If no day is specified, select the 1st of the month.
- [Add
Unit] - If
you don’t click the Add Unit button, the unit will not be added to this
owner’s
record.
To
change a date or unit, you must first delete the relevant unit (click
the “x”) and then specify the appropriate unit and purchase date as
noted above – don't
forget to click the [Add
Unit] button. |
| Contact Info |
- Address
1:
This address field is used for those who want their mail forwarded
somewhere other than their condo. For example, when creating mailing
labels, the system will look FIRST at the Address 1 field and use it if
there is an address. If not, then the mailing label will contain the
condo/unit address.
- Address
2: Not
currently used.
- Phones
1, 2 & 3:
Phone numbers in the order the Owner chooses when asked:
which
number do you want us to use first. There is no consistency as to which
is home, work or cell or even which owner.
- Email 1
& 2: Similar
to phone number, the preferred email address according to the owner.
When we use the “bulk mail” feature of the system, it will use only the
first email address. Send
a test message to all the addresses provided to make sure there were
captured correctly.
- Emergency:
We are tracking two types of emergency contacts but have only one
field. Therefore we’re trying to capture a lot in this field. NOTE: Addresses are not
necessary since it’s an emergency contact.
Given the update form we’ve provided, here is the standard we’re using
when entering their provided data in this field:
- Unit:
Name1 (relationship) phone (w/h/c), phone (w/h/c); Name 2 etc.
- Personal:
Name1 (relationship) phone (w/h/c), phone (w/h/c); Name 2 etc.
- Co-Owner:
To enable an easy transition to the future when we’ll have separate
records for each owner, use this format for entering the co-owner’s
name: LastName,
FirstName
- Communication:
If an email address is provided, leave Email, otherwise,
select Phone
|
| Misc Info: |
- Volunteer:
List anything they provide. Send any volunteer information to
the
website content editor for updating the board section of the web (via
email).
- Comment:
Similar to the Emergency
field, we are using this to hold numerous pieces of information. Use
this format for the information provided:
- Addl
Owners: Names, phones, addresses, etc.
- Lessee:
Name, phone, etc. relevant dates if provided
- Other
people: whatever they provide about other people living in
unit.
- Animals:
any details about animals they provide
- H/S
Exemption: Yes or No
- Mortgage:
name and address of the Financial institution that holds the mortgage
(whatever is provided)
|