| Inquiry # |
The identifier for this
Inquiry. If this inquiry converts to a Work Order, this number remains
the same. |
| Task |
The title or subject of
this Inquiry |
| Description |
Additional
details associated with the Inquiry. When providing your response,
please do include the estimated cost, a brief description of the work
and the anticipated time frame for completing the work. |
| Date Created |
For the Inquiry; will not
change when converted to a Work Order. |
| Status |
- New - until you have reviewed it once.
- Open - after you have reviewed it once.
- Pending
Approval - after you have submitted a quote, until the manager of the
inquiry agrees (converts it to a Work Order) or disagrees (and closes
the inquiry)
- Closed - no longer an active inquiry in the system.
NOTE: An Inquiry can not be re-opened. |
| Inquiry Manager |
The
HTCA contact that is responsible for this Inquiry. The only
possibilities are the Management Company and the current Board Members. |
| Inquiry Vendor |
You. An inquiry can only
be assigned to one vendor... the vendor can never be changed. |
| Waiting For |
As
the Inquiry bounces back and forth between the Manager and the Vendor
(asking for quote, submitting quote, approval, etc.)... this reflects
the one who the Inquiry is currently waiting for. |
| Request # |
This
is the Request that generated this Inquiry. The Request was created
because a Co-owner reported a problem that may require your
intervention. |
| Unit |
The address and owner of
the unit with the reported problem.
NOTE:
Multiple phone numbers are listed from the owner's contact record -
they are in the prioritized order given by the owner. If there are any
overrides to this order, they may be listed in the Inquiry History at
the bottom of this page. |
| Asset |
The building number for
this unit. |
| Estimate |
This will be filled in
after you submit a quote. |
| Budget Category |
Used
by HTCA to categorize costs associated with asset maintenance. This is
usually selected when the Inquiry is converted to a Work Order. |
| Follow up Date |
Used by HTCA to
communicate deadlines. |
| Finish Date |
Date
the Inquiry/Work Order is closed. In the event the Work Order is
re-opened, the finish date will be emptied until the Work Order is
closed again. |
Inquiry History
|
| Date |
Date the entry was posted.
NOTE: Entries are listed in reverse order... newest at the top of the
list. |
| User |
The person who made the
entry. |
| Action Menu Item |
The "button" the person
clicked that initiated the entry. |
| Comments |
Their comments when
completing the action. |