CCIS User Manual

Index


User Manual Index www.HarbourTowneCondos.com Computerized Condo Information System (CCIS)

General Information about CCIS

Co-Owner

Submit a New Request
Review my Requests
Give Feedback on Resolved Request
Give Feedback on Completed Work Order

Vendor

Understand the details in an Inquiry / Work Order
Respond to Current Requests / Inquiries & Work Orders
(What if I can't reach the home owner?)
Submit Estimate via Inquiry
Submit Invoice via Work Order
Review Closed (Archived) Inquiries & Work Orders

Introduction to CCIS
Invitation to Participate/Improve Service
Service Expectations

Board Member

Current Requests / Inquiries & Work Orders
Create a Request
 Process New Request
Approve Inquiry / Estimate (Chg to WO)
Approve Work Order / Invoice

Report on Requests
Report on Inquiries & Work Orders

Management Company

TIPS!
Manage Current Requests / Inquiries & Work Orders
Create a Request
Process New Request
Approve Inquiry / Estimate (Chg to WO)
Approve Work Order / Invoice
Pay Invoice
Update Phone Vendor

Send Bulk Email
Print Mailing Labels
Setup A New Co-Owner
Update an Owner User Record
Specify a Board Member
Update a Vendor User Record

Unit / Style / Asset Information

Administrator

Update Budget Categories
Update Asset
Update Unit
Update Unit Style (Name)
Update an Administrator User Record

User Manual Index www.HarbourTowneCondos.com Computerized Condo Information System (CCIS)


last revised 8/2/11